The system allows for recording invoice-specific refunds and credits/adjustments. The handy tool tip will help you make sure that you select the correct type to perform the function you want on the invoice.
You can mark credit/adjustments on the invoice or refunds if the situation warrants. This is done from the Payment Register by Client.
Yes, from the Adjustment Item Type dropdown, you can specify what the adjustment is for: Discount, Coupon, Deductions, Bad Debt etc.
Yes, the Receivable page shows Applied and Unapplied Deposits.
Yes, the Accounts Register has an option to filter payments by status: Paid, Not Paid, Partially Paid etc. so you can see with a single click those who haven’t paid their bills.
Yes, there is an option to export the Receivables list as an Excel file. This is convenient for printing out or if you need to do some further calculations.
Yes, you can. You can filter clients by Client Status-Active, Inactive, Staffed etc. This will help categorize payments.
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