Andrew Lewis · Account · Pelican Bend

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.

No invoices yet.

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.

No payments yet.

Record a payment (no invoice yet)

Sales receipt (paid on the spot)

Credit Memo

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.

Nothing left to bill from October through December.

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
Andrew Lewis - 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.