How to find, print, receive payment on and reverse invoices

Who does this

Accountants, counter staff, administrators

Permission

See invoices to look; Take cash or bank payments and add balance to receive payment; Make custom invoices for custom invoices; “Reverse invoices (money goes back, a renewal's days are taken back)” to reverse

Steps

1. Open Accounting → Invoices to search and filter every invoice; Unpaid invoices lists only what is still due.

   The list can be printed (Print A4, Receipt 80 mm) and has bulk Reverse unpaid.

2. Open one invoice. The page shows lines, the Payments table (Received, How, By, Amount, Receipt) and the subscriber card.

   Buttons: Receive payment, Receipt (80 mm), More and Print / Save PDF.

3. To collect money click Receive payment, enter Amount, pick Paid by (Cash, Bank transfer, or From the prepaid balance), optionally Print a receipt (80 mm), and click Receive.

   Less than due leaves the rest due; more than due puts the extra on the prepaid balance.

4. To make a custom bill (installation, a router, a visit) click New invoice on the subscriber's More menu, or open /invoices/new. Choose Invoice type (Invoice or Invoice and subtract the balance), the Subscriber, add Lines with Qty and Price each (+ Add line), choose Paid (Later (leave it due), Cash now, Bank now), and click Make invoice.

   Add the package price as a line adds a line without renewing the subscriber.

5. To take an invoice back open it → More → Reverse invoice, enter Why, choose what happens to cash or bank money paid on it ('Keep it as the customer's prepaid balance' or Give it back (it leaves the cash book or bank)) and click Reverse invoice.

   Only the newest renewal can be reversed; its days are taken back.

Good to know

• Each invoice has a printable A4 sheet and an 80 mm receipt.
• Every action is in the activity log (Logs and reports → Activity log).