4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Owed$0.00
Credit$431.58
Invoices7
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-2026-3745 | 10/1/26 | 10/16/26 | $65.98 | $0.00 | Paid |
| INV-2026-3403 | 9/1/26 | 9/16/26 | $258.28 | $0.00 | Paid |
| INV-2026-2602 | 7/1/26 | 7/16/26 | $258.28 | $0.00 | Paid |
| INV-2026-1766 | 5/1/26 | 5/16/26 | $258.28 | $0.00 | Paid |
| INV-2026-1360 | 4/1/26 | 4/16/26 | $146.96 | $0.00 | Paid |
| INV-2026-0683 | 2/1/26 | 2/16/26 | $65.98 | $0.00 | Paid |
| INV-2025-0345 | 12/1/25 | 12/16/25 | $146.96 | $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 |
|---|---|---|---|---|---|
| 10/21/26 | Credit | $21.58 | $0.00 | Prepay discount 5% | |
| 10/8/26 | Check | 3982 | $65.98 | $65.98 | |
| 10/7/26 | Check | 5920 | $410.00 | $0.00 | Prepay 2026-10 to 2026-12 |
| 9/16/26 | Card (online) | DEMO-789567 | $258.28 | $258.28 | |
| 7/9/26 | Cash | $258.28 | $258.28 | ||
| 5/15/26 | Card (online) | DEMO-270843 | $258.28 | $258.28 | |
| 4/14/26 | Bank (online) | DEMO-372607 | $146.96 | $146.96 | |
| 2/7/26 | Bank (online) | DEMO-633849 | $65.98 | $65.98 | |
| 12/3/25 | Cash | $146.96 | $146.96 |
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: $165.00 over 3 months. Pay up front $156.75 and save $8.25 (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 $431.58. Extra payments: auto-apply (Settings > Invoices).
Sell a Prepay
Refund Credit
Cancel Prepay
Unused prepay: $410.00 paid, $21.58 discount not earned yet (taken back).
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 |
|---|---|---|
| Brian Ross - Home | Signature Lawn - 7 Visit | |
| Brian Ross - Home | Large Patch Guard - 3 Visit | |
| Brian Ross - Home | Pond Clear - 3 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.