5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Owed$0.00
Credit$0.00
Invoices0
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.
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.
No payments yet.
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.
Nothing left to bill from October through December.