Sales & Receivables

Invoices

Create and send an invoice

Bill a customer and check the document before sending it.

Import invoices with multiple line items

Group lines by invoice number and verify customer, dates, taxes, and saved status.

Write off an uncollectible invoice balance

Record a genuine bad debt without inventing a payment or confusing it with a sales return.

Fix an invoice email that was not sent

Check delivery separately from posting and retry the existing invoice without creating a duplicate.

Payments Received

Record a customer payment

Apply money received to one or more invoices and check any remaining customer credit.

Refund an unapplied customer payment

Return a deposit or overpayment and check the remaining credit without duplicating the refund.

Record a partial payment or customer overpayment

Allocate the money actually received and check what is still owed or available as credit.

Handle a customer deposit before invoicing

Check the current entry limitation, understand customer advances, and apply an existing receipt to an invoice.

Sales Receipts

Record a sale paid immediately

Use a sales receipt for an immediate sale without duplicating an invoice or payment.

Estimates

Create an estimate and turn it into an invoice

Quote work, record the customer’s decision, and invoice an accepted estimate.

Credit Memos

Credit and refund an invoiced sale

Reduce a posted sale, distinguish cash refunds from credits, and check inventory and customer balances.

Decide between a customer credit and a refund

Distinguish a reduction in a sale, unapplied money, and an actual repayment to the customer.