How to book a customer payment

After having invoiced your customers you will - hopefully within the payment terms - receive their payments. These payments will have to be registered in your agreement, so you can match the invoices with the customer payments thus balancing the customer account. To register a customer receipt go to the...

Create and book a sales invoice

Have you taken out an agreement and now in the process of finding out how you can create and book a sales invoice? Here's a few guidelines for you, so you can raise and book an invoice in just a few minutes. Before you can book an invoice you need...

How to raise and book an invoice

When working with your agreement raising and booking an invoice is a "piece of cake". One you've created your products and your customers, you can raise and book your invoice quite easily. With the agreement you're invoice layout is all ready for use and when your invoice is ready to...

How do I register a supplier payment?

Receiving supplier invoices and booking these in your agreement is only the first leg of the process. You'll also need to register and book the payment you'll make when the supplier invoice is due. You book the payment to your supplier in the bookkeeping tab using the menu option "Supplier...

How do I give my accountant access to my agreement?

Not by providing your accountant or bookkeeper with your log in information ;-). You can give your accountant or bookkeeper access to your agreement, simply by choosing your accountant or bookkeeper, from the administrator list in your agreement. To be able to choose your accountant or bookkeeper, from the administrator...

Learn some more about VAT

When booking invoices from your supplier or to your customer, it's essential to know how to process the VAT in the correct way. If you are using a default set up, the VAT codes are automatically created for you, and the various invoice templates uses the VAT default set up....

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How to make a partial invoice

Do you wish to ensure, that you haven't got the entire risk with a big order? Or are you reluctant to stretch your credit limit with the bank any further, in connection with an order? If these are some of your challenges in the day to day business with your...