Sales
Customers, invoices, receipts, credit notes and recurring invoices.
- Add a customerCreate the customer record you bill on invoices, with their contact details, billing address and posting groups.
- Create an invoiceBill a customer for goods or services, then save it as a draft or send it straight away.
- Manage an invoiceOpen an invoice you've already made to check it, change it, send it again, record a payment, credit it or delete a draft.
- Receive a paymentRecord money a customer paid you, spread it across their open invoices, and choose the bank or cash account it went into.
- View receiptsFind the receipt for any customer payment, check its details, download it as a PDF or email it to the customer.
- Create a credit noteGive a customer credit against a sent invoice, for goods they returned or for a price you got wrong, and send it to them.
- Set up a recurring invoiceBill a customer the same thing on a regular schedule, such as every month, and choose whether each invoice is saved as a draft, posted, or posted and emailed.
- View customer transactionsSee every invoice and payment for one customer, and run their statement of account with opening and closing balances and an aging summary.