Emailing Invoices & Credit Chasing To email an invoice, the Contact must be setup with a valid email address. Navigate to the Invoice(s) you want to chase. From the drop-down on the top right, choose Email. OR: Tick the invoices you want to email and click on the [Email] button Choose a suitable Email Template Read more about Emailing Invoices[…]

The easiest way to enter a Credit Note is to raise it against and invoice. However there are situations when this does not work (see below) Raise a Credit Note against an invoice Navigate to the Invoice and choose ‘Credit’ from the drop-down at the top right. This then gives you the opportunity to partially Read more about Sales Credit Notes[…]

work in progress….

Normally you find out a sales invoice has been paid when the payment hits your bank account. You may get a Remittance Advice, but the easiest way to handle this is through Bank Matching. Choose a TYPE of ‘Customer Receipt’ and match to the required Sales Invoice Number. This will do all the required postings: Read more about Sales Invoice Receipt – Bank Matching[…]