Invoices & customers
Customers, invoicing, collections, payments received, and credit memos.
Customer records
What to capture on a customer, how terms drive aging, and using credit limits and statements before a balance becomes a collections problem.
How-toBookkeepers, Business owners, Firm staff
Creating and sending an invoice
Building an invoice that gets paid: dates, terms, line detail, sales tax, delivery, and what posts to the ledger when you send it.
How-toBusiness owners, Bookkeepers, Firm staff
Receiving and applying payments
Applying receipts to the right invoices, handling short payments, overpayments, and deposits, and why unapplied cash is a problem worth clearing.
How-toBookkeepers, Business owners, Firm staff
Credit memos and receivable adjustments
The right tool for returns, agreed reductions, and bad debt — and why a credit memo beats editing or voiding an invoice the customer has already seen.
How-toBookkeepers, Firm staff