Sales: the assessment

You must type it on every invoice

The customer's contact record, which you can change on the invoice

It is always Net 30

Edit it, add the number and save; it keeps its invoice number

Void it and raise a new invoice

Raise a credit note for the full amount

Emails the invoice to the customer

Keeps the invoice to finish later; nothing reaches your books until it is sent

Posts the invoice to your books straight away

Yes, to deferred revenue

No, nothing posts until it becomes an invoice

Yes, to sales

It is deleted

It becomes a draft again

It stays in the list, marked Invoiced

The customer, lines and pricing, with a fresh invoice number

Only the customer's name

Only the total, as a single line

Partial, with the balance still outstanding

Void

Paid

Edit the total below the amount already paid

Issue a credit note for the difference

Void the invoice

Yes, match the bank transaction in Banking and the invoice settles

No, every payment must be typed on the invoice

Only by deleting the invoice and raising a receipt

The terms, and so the due date, a new invoice to them starts with

How often statements are sent

How many days before a reminder is sent

Every sale you have ever made to them

What the customer owes now, invoice by invoice, with the ageing

Only payments received this month

Delete their overdue invoices

Archive the customer until they have paid

Switch off Send automatic payment reminders on their contact

It sets the invoice due date

A deal with no close date never appears in a forecast

Ledgr sends the customer a reminder on that date

It depends on the stage

Including VAT, because that is what the customer pays

Excluding VAT, so it compares with your income statement

They become the quote's lines, unchanged

They are cleared from the deal

They are copied as one total line