5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Owed$0.00
Credit$0.00
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-2026-3780 | 10/1/26 | 10/16/26 | $63.94 | $0.00 | Paid |
| INV-2026-3053 | 8/1/26 | 8/16/26 | $63.94 | $0.00 | Paid |
| INV-2026-2653 | 7/1/26 | 7/16/26 | $63.94 | $0.00 | Paid |
| INV-2026-2183 | 6/1/26 | 6/16/26 | $63.94 | $0.00 | Paid |
| INV-2026-1399 | 4/1/26 | 4/16/26 | $63.94 | $0.00 | Paid |
| INV-2026-0721 | 2/1/26 | 2/16/26 | $63.94 | $0.00 | Paid |
| INV-2025-0381 | 12/1/25 | 12/16/25 | $63.94 | $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 |
|---|---|---|---|---|---|
| 10/4/26 | Card (online) | DEMO-169956 | $63.94 | $63.94 | |
| 8/11/26 | Card (online) | DEMO-314506 | $63.94 | $63.94 | |
| 7/15/26 | Bank (online) | DEMO-284413 | $63.94 | $63.94 | |
| 6/4/26 | Cash | $63.94 | $63.94 | ||
| 4/21/26 | Bank (online) | DEMO-242350 | $63.94 | $63.94 | |
| 2/14/26 | Check | 2925 | $63.94 | $63.94 | |
| 12/3/25 | Check | 3043 | $63.94 | $63.94 |
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.
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 |
|---|---|---|
| Amy Mitchell - Home | Signature Lawn - 7 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.