6
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Owed$0.00
Credit$0.00
Invoices11
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-2026-3761 | 10/1/26 | 10/16/26 | $294.14 | $0.00 | Paid |
| INV-2026-3419 | 9/1/26 | 9/16/26 | $132.48 | $0.00 | Paid |
| INV-2026-3029 | 8/1/26 | 8/16/26 | $426.62 | $0.00 | Paid |
| INV-2026-2623 | 7/1/26 | 7/16/26 | $294.14 | $0.00 | Paid |
| INV-2026-2160 | 6/1/26 | 6/16/26 | $274.96 | $0.00 | Paid |
| INV-2026-1785 | 5/1/26 | 5/16/26 | $151.66 | $0.00 | Paid |
| INV-2026-1377 | 4/1/26 | 4/16/26 | $426.62 | $0.00 | Paid |
| INV-2026-1029 | 3/1/26 | 3/16/26 | $132.48 | $0.00 | Paid |
| INV-2026-0699 | 2/1/26 | 2/16/26 | $294.14 | $0.00 | Paid |
| INV-2025-0359 | 12/1/25 | 12/16/25 | $294.14 | $0.00 | Paid |
| INV-2025-0064 | 11/1/25 | 11/16/25 | $132.48 | $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 |
|---|---|---|---|---|---|
| 10/17/26 | Bank (online) | DEMO-811477 | $294.14 | $294.14 | |
| 9/4/26 | Check | 2316 | $132.48 | $132.48 | |
| 8/21/26 | Card (online) | DEMO-980512 | $426.62 | $426.62 | |
| 7/3/26 | Card (online) | DEMO-290186 | $294.14 | $294.14 | |
| 6/13/26 | Cash | $274.96 | $274.96 | ||
| 5/10/26 | Check | 3388 | $151.66 | $151.66 | |
| 4/21/26 | Check | 1488 | $426.62 | $426.62 | |
| 3/4/26 | Card (online) | DEMO-821602 | $132.48 | $132.48 | |
| 2/18/26 | Card (online) | DEMO-711574 | $294.14 | $294.14 | |
| 12/18/25 | Card (online) | DEMO-573462 | $294.14 | $294.14 | |
| 11/11/25 | Bank (online) | DEMO-689330 | $132.48 | $132.48 |
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: $450.77 over 3 months. Pay up front $428.23 and save $22.54 (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 |
|---|---|---|
| Tall Cane Pediatrics - Site 1 | Signature Lawn - 7 Visit | |
| Tall Cane Pediatrics - Site 2 | Signature Lawn - 7 Visit | |
| Tall Cane Pediatrics - Site 2 | Shrub & Bed Care - 6 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.