Customer invoicing
From the invoice.
To the payment record.
Create customer invoices, keep payment records and follow outstanding balances from Backoffice.
Customer Invoicing is a separately purchased module. Document sending requires delivery configuration. Recording a payment does not move money or activate an external payment service.
Keep the paperwork connected
The details that
make the difference.
- 01
Get the details right
Prepare invoice drafts, review a preview and issue the document when it is ready. Keep the customer and line details together.
- 02
Keep your documents consistent
Use invoice templates and PDF documents, with configured delivery for invoices and reminders.
- 03
Follow the balance
Record payments and use supported booking-deposit allocations. Retain the evidence behind invoice changes and voids.
Keep it connected
