Get paid

Create an invoice, send it and record the customer's payment.

0 of 4 done

1
Create the invoice
Review the customer, dates and lines before saving the draft.
- Create an invoice
2
Post and email the invoice
Marking an invoice sent posts it. Emailing the customer is a separate action.
- Send an invoice and understand the email
- Use the public invoice and payment page
3
Record the payment
Apply the amount received to the invoice and check any remaining balance.
- Record a payment
- Handle partial payments and overpayments
4
Review the bank transaction
Match the bank transaction to existing activity when appropriate so it is not entered twice.
- Match a bank transaction