4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Owed$0.00
Credit$0.00
Invoices4
Invoices
Every invoice for this customer with its balance and status.MoreLess
- What It Does
- Lists each invoice with number, dates, total, balance and status.
- What It Changes
- Read only. Open one to send, pay or change it.
- How to Use
- Find the invoice.
- Open it.
- Send it or record a payment there.
| Number | Issued | Due | Total | Balance | Status |
|---|---|---|---|---|---|
| INV-2026-3125 | 9/1/26 | 9/16/26 | $50.10 | $0.00 | Paid |
| INV-2026-2259 | 7/1/26 | 7/16/26 | $50.10 | $0.00 | Paid |
| INV-2026-1466 | 5/1/26 | 5/16/26 | $50.10 | $0.00 | Paid |
| INV-2026-0785 | 3/1/26 | 3/16/26 | $50.10 | $0.00 | Paid |
Payments & Credits
Every payment and credit for this customer, and what each one paid.MoreLess
- What It Does
- Lists payments with how much was used on invoices and how much is left as credit.
- What It Changes
- Unused amounts stay as credit and can be applied to the next invoice.
- How to Use
- Check Used for each payment.
- Click Record Payment for money with no invoice yet.
- Apply credit from an invoice.
| Received | How | Reference | Amount | Used | Note |
|---|---|---|---|---|---|
| 9/14/26 | Cash | $50.10 | $50.10 | ||
| 7/16/26 | Check | 2635 | $50.10 | $50.10 | |
| 5/14/26 | Check | 2105 | $50.10 | $50.10 | |
| 3/4/26 | Card (online) | DEMO-192285 | $50.10 | $50.10 |
Record a payment (no invoice yet)
Sales receipt (paid on the spot)
Credit Memo
Prepay the Season
Let the customer pay the rest of the season up front, with a discount.MoreLess
- What It Does
- Works out what's left to bill through December and the prepay price.
- What It Changes
- The payment and discount wait as credit. Each month's invoice uses it up when it's opened, so it shows Paid.
- How to Use
- Check the months and the price.
- Pick How and add a reference.
- Click Record Prepay.
October – December: $120.00 over 3 months. Pay up front $114.00 and save $6.00 (5%).
The payment and the discount wait as credit. Each month's invoice uses it up when it's opened, so it shows Paid.
Prepay & Credit
Credit $0.00. Extra payments: auto-apply (Settings > Invoices).
Sell a Prepay
Billing Type
How each property's program or service is billed.MoreLess
- What It Does
- Lists each assignment with its Billing Type: Per Service, Monthly, Installments or Prepay.
- What It Changes
- A change applies to invoices made from now on.
- How to Use
- Pick a Billing Type on the row.
- It saves right away.
| Property | Program / Service | Billing Type |
|---|---|---|
| Paul Turner - Home | Essential Lawn - 5 Visit |
Per Service bills each Service when it's done; Monthly, Installments and Prepay bill the same each month.MoreLess
- What It Does
- Picks how this assignment is billed.
- What It Changes
- Prepay is paid from credit.
- How to Use
- Pick Per Service, Monthly, Installments or Prepay.
- Click Save.
- Check Invoices.