Receiving Payments from Customers
Steps for entering customer payments from three modules: Orders, Invoices, and Receipts.
Using the Adjustment Column in Receipts
Information about using the adjustment field for discounts-given.
Using the Adjustment Field in Disbursements
Information about using the adjustment field for discounts-taken.
Processing Customer Overpayments
Steps for handling overpayments from customers to maintain correct records and reporting.
Working with Progress Billing
Information on how to use progress billing to invoice customers for milestones achieved on larger projects.