Customers
How Do I Generate Customer & Sales Reports?
Click on the [Reports] tab on the left hand side menu under Invoice. Once a report is selected, there are options to select different parameters for the generation of the report. The Report Options listed in the following table are: C –Customer ...
How To Apply Credits To Invoices
A Credit Amount can occur when a customer pays more than the balance of their outstanding invoices or pays a deposit for an invoice that has not yet been prepared. When applying a receipt for more than the total of the invoice, the surplus is saved ...
How do I locate and remove a receipt?
If a customer needs to modify an invoice that has already been marked as paid, they will need to remove the receipt for the invoice. If the customer has many invoices and receipts in their system, it is recommended to run the processed receipts list ...
How Do I Apply An Overpayment to an Invoice?
An overpayment may occur if you pay more than the balance of an invoice. The overpayment amount will be saved as credit with the Supplier, to be used to pay off another invoice. Note: Overpayments cannot be applied where you are using Taxable ...
How do I set up Customers?
When you click on the (Invoice) Tab on the Dashboard, the (Customers) tab will appear. If you are in another Invoice section, click on the (Customers) tab to open it. This consists of: Customer List: The Customer List is the main window of the Sales ...
How Do I Apply A Credit To A Customer?
A Credit Amount can occur when a customer pays more than the balance of their outstanding invoices or pays a deposit for an invoice that has not yet been prepared. When applying a receipt for more than the total of the invoice, the surplus is saved ...
How Do I Process A Receipt?
1. Select the customer from the Customer List, and click the [Money In] button. 2. Record the (Receipt Date). This defaults to today’s date per the computer but can be edited. 3. Record a (Reference Number) if required. 4. The (Current Balance) for ...
How To Add Adjustment Notes
An Adjustment Note usually occurs when goods are returned for credit, or there is a dispute with a customer that results in a negotiated reduction in an account. In other words, an adjustment note applies a credit to an account. In fact, they used to ...
How Do I Remove A Receipt Against An Invoice?
The Remove Money In Transaction option allows you to remove a Receipt that has been applied in error. Click on the [Tools] menu and select [Remove Money In Transaction]. From the drop-down box, select the Receipt. Click the [Remove] button. If the ...
How Can I Customise An Invoice Layout?
Sales Invoices, Adjustment Notes, Picking Slips, Purchase Orders, Purchase Invoices, Receipts or Statements Invoice Manager has standard layouts for Invoices, Adjustment Notes, Picking Slips, Purchase Orders, Purchase Invoices, Receipts and 2 ...
Invoicing Basics - Video
How Do I Record A Customer Invoice?
Sales Invoices are the bread and butter of your business, so to speak. For goods that you sell, or services you provide, a tax invoice is issued, and payment is expected from the customer. Invoice Manager helps you keep track of outstanding invoices ...
Invoicing Basics
Invoicing Invoice Manager provides everything you need to record your invoices for the business and to keep track of invoiced amounts that are still owing. Please note: Our standard Cashflow Manager provides customer invoicing only. Cashflow Manager ...
How to use Invoice due dates
While you are creating an invoice the Due Date option will appear in the top left below Invoice Options and Payment Terms. Simply select the drop-down and choose the date you would like the invoice to be due. Finally, make sure to finalise your ...
How Do I Create An Invoice Template Using The Invoice Set-Up Wizard?
Click [Tools]. Click [Invoice Setup Wizard]. Choose ‘Create new invoice template’. Enter a name for template and click [Next]. On this screen you can edit any details relevant to your business by clicking [Edit]. Make sure you click [Save] after ...
Fuel Tax Credits explained
From 1 July 2006 some businesses, for example, people in the transport industry who use a vehicle that has a Gross Vehicle Mass greater than 4.5 tonnes, may be able to claim a Fuel Tax Credit on their Business Activity Statement in the same way as ...
How Do I Create an Adjustment (Credit) Note?
An Adjustment Note usually occurs when goods are returned for credit, or there is a dispute with a customer that results in a negotiated reduction in an account. In other words, an adjustment note applies a credit to an account. In fact, they used to ...
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