Invoice Tab

From this tab, you can create estimates, invoices, credit memos, statements with finance charge invoices, and post payments and deposits. 

 

 You can preview, print, email, or batch print/email forms.  Forms can easily be copied by pulling an existing form back into the editor and changing its form type.  Also, you easily edit / delete forms or payments along with viewing the payment transaction history.

o Navigation Bar with Customer / Transaction View Tabs

•    Define Date Filters to customize data viewed in the top most grid list.

•    Customer List View  with Customer List Filters

•    Transaction Type View with Status Filters

o Receive Payments - Apply payments, discounts, credit memos / overpayments, and write-offs to open invoices.

o Create statements and apply finance charges

o View Payment Transaction History

o Preview, Print, Email, or Batch Print/Email Forms

o Edit Forms, Deposits, and Customers