Edit a Batch Deposit If you want to make any changes to a Batch deposit you can edit and update after making necessary changes. While editing you can’t add any more invoices into batch but you can delete anyone from previously added. If you want to add more invoices then...
You can create a Batch Deposit when you deposit cash or cheques in your bank account for multiple invoices. It is also helpful when a customer makes a single payment against multiple invoices. About Batch Deposits If multiple invoices are paid in a single payment transaction then it is recorded as a...
In the Account menu, select Sales (Accounts >> Sales). Select the Awaiting Payment tab from the Filter Tabs. Find and open the invoice on which you want to record a payment. Using the Search option you can easily search the Invoice. Get-down to Receive a payment section. Enter the required information into the payment fields. Click on the Add Payment button to finish recording payment. Payment Fields ...
Sending an email to the customer including the PDF receipt for the payment customer made on invoice. The receipt will always have a single format as we haven't provided the feature to customize the way receipt will look to the customer View a Receipt Find the invoice you want to send Receipt for. You...
When can we apply an Overpayment? An overpayment can be applied to a sales invoice only when a customer has an overpayment. We can apply that credit to a new or existing invoice but the condition is that the currency and the contact should be the same. Apply the overpayment to a...
Invoice reminders are used to remind your customers either they have missed paying an invoice by its due date or when the invoice's due date is approaching. Clickentry has set up four default reminders when you can turn on the invoice reminders. Overdue Reminders are sent out at 1, 7,...
To send an automatic Invoice Reminder email to the customer, you can turn on the Invoice Reminders for both Due Invoice and Overdue Invoice. Some key points before you start: You must have the email address of the contact to which you want to send Invoice Reminders. Mark the invoice as sent for which...
Edit invoice reminders options is there to customize the default reminders for your organization. You must have the role of either the advisor or standard user. Edit Individual Reminders In the Settings menu, select Account Setting. Click on the Invoice Setting option, under Feature Section. Click on Invoice Reminder Button. You can send the invoice reminders either to an individual contact or to all...
Add a discount to a sales invoice, quote or purchase order In the Account menu, select Sales (Accounts >> Sales). Open an existing Invoice you want to add a discount or create a New Invoice. Add Discount to a New Invoice. Click on the rightmost dropdown Button +New Invoice and then select New Invoice option.Enter the required details in the relevant fields. Under the Disc % field, enter...
You can delete the invoice that is under Draft or Awaiting Approval tabs and void the invoice that is under Awaiting Payment tab. If there is some error on the invoice and invoice is yet to send to the customer then it's better to edit the invoice instead of deleting it. If it has been sent out to the customer and...
