Chapter 8

Invoicing and Recording Payments


To survive in business, you need to tell your customers how much they owe you and when payment is due. This chapter describes how to bill customers and record customer credits, assess finance charges, receive payments, and manage customer leads.

Create an Invoice

Using Statement Charges to Invoice

Create a Sales Order

Create an Invoice from a Sales Order

Create Credit Memos and Refund Checks

Print Invoices in a Batch

Assess Finance Charges

Create Customer Statements

Manage Customer Leads

Import Leads

Create a To Do for a Lead

Convert a Lead to a Customer

Record a Cash Sale

Receive a Payment

Make Bank ...

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