Creating invoices and recording payments

Create an invoice

1. Open Invoices and click Create Invoice.
2. Choose the customer (Billed To) and, if it is for a policy, the Linked Policy.
3. Add Line Items: description, quantity and Unit Price. The Subtotal and Total update as you type.
4. Add Payment Terms and Notes if needed, then save.
5. Use Print to give the customer a copy.

Record a payment

1. Open the invoice and click Record Payment.
2. Enter the Amount, the Date received, the Mode and a Reference.
3. Choose the account it was Received into (cash or bank).
4. Save. Amount Paid and Balance Due update, and the invoice status follows.

Note: If your organization uses Accounting, invoice payments post to your books. Cancelled invoices are not in the books.