The Invoices &
Payments tab gives access to functions for working with
invoices and credit notes.
The following picture shows the Invoice & Payments tab.
The tab shows a list of the invoices and credit notes raised
The buttons at the top of the tab provide functions to raise new
invoices, print or email the selected invoice, record payments and
Note: You can customise the contents of the list via the
At the bottom are 2 or 3 tabs depending on the item selected in
the list of invoices and credit notes. The tabs display:-
1. A Summary tab. This
displays customer details and ageing information, i.e. when payment
is due and how much is outstanding, for the selected invoice or
credit note. The tab also displays the details of payments made
against the selected invoice/ credit note.
2. A Notes tab. This
allows you to make on the invoice.
The notes are not included on the invoice or credit notes sent
See also colour-coding invoices.
||Creating a Quote based on an invoice
||Saving an Invoice in PDF form
||Recording a Payment
for an invoice