Keep track of payments with ease
One place to track all your accounts and payments’ status
The Accounts Register displays all your important receivables at a glance. The total payment for each client, refunds, deposits, credit adjustments, account balance and more.
Account Register
View all payments made by the client in one place.
Get each client’s payment details at your fingertips-what has been paid, what is pending. Search by date for invoices.
View details of invoices
You can also click on the invoice name to see the specifics of the invoice. This gives you an up-to-date picture of the client’s financial transactions.
Payment Register by Client
Specify payments and mode of payment.
You can enter payments for individual clients by selecting the client, then choosing the invoice and recording the amount paid. You can also add a note, perhaps to explain why payment wasn’t made in full, or to enter the check number for record keeping purposes.
Credit/Adjustments and Refunds
Keep a track of refunds and credit/adjustments with ease.
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.
