Pay & Manage Invoices

Purpose:

Create, edit, and pay invoices.

 

Explanation: 

An invoice (sales invoice) is a document requesting payment for products and services. In this case, a sales invoice is applied
to Customers of the Cheqbook user. The invoice usually includes the products/services, quantities, prices, and payment terms.

 

Actions:

New Invoice: Click "New Invoice" to create a new Invoice or Estimate. See documentation for New Invoice.

Manage Items: Click "Manage Items" to manage Invoice Items. See documentation for Invoice Items.

Manage Taxes: Click "Manage Taxes" to manage taxes. See documentation for Sales Taxes.

Messages: Click "Messages" to edit the default text to be included with invoice or estimate when they are emailed. See documentation for Default Invoice Messages.

Default Values: Click "Default Values" to edit the default due date, invoice subject, and invoice notes for new invoices. See documentation for Default Invoice Values.

Online Payment: Click "Online Payment" to edit the online payment status and configuration for getting invoices paid online. See documentation for Online Payment.

Search: Search all existing invoices. By default, searches use the customer name. After searching, you
can change the search to look for matching invoice number or amount.

Reset: Reset the search to see all invoices.

Apply Payments: Use the following steps to apply payments to invoices.

  • Check the checkbox besides all relevant invoices.

  • Change payment amount per invoice if less than total.

  • Click "Apply Payments".

  • Select the account to for the payment to be applied from.

  • Select the payment date.

  • Include any notes for the payment.

  • Click "Save".

View: View the invoice page.

Delete: Delete this invoice.

 

Additional Resources:

http://en.wikipedia.org/wiki/Invoice

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