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Articles on:Sales & Invoicing
Creating invoices, tracking payments, and managing customers.

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  • Sales overview: see what you billed and who owes you
    The Sales module is where you bill customers and track what they owe you. You send estimates and invoices, record the payments that come in, and keep one list of the customers and items you bill for. This article introduces the module and its dashboard, the Sales overview. Sales at a glance Where to find it Open Sales in the left sidebar. The group expands to show eight pages. The number next to Invoices is how many invoices are overdue. ![The Sales group in the sidebar.](httFew readers
  • Create, send and manage invoices
    An invoice bills a customer for work you've agreed, to be paid later. This article covers the Invoices page from end to end: creating an invoice, sending it, and everything you can do with it afterwards. You'll find it under Sales in the left sidebar. Tour of the Invoices list Page actions. Customize, Receive payment, IFew readers
  • Get paid: record and match customer payments
    When a customer pays, record it against their invoice so your books show the invoice as settled. This article covers every way to do that, and where to see the payments you've recorded. Get paid There are three ways to record that an invoice has been paid. Use whichever matches how the money arrived. Method Use it when Receive payment You know a customer paid and want to record the amount, method and account. Match with bank deposit | The deposit is already inFew readers
  • Estimates, sales receipts, customers and products
    This article covers the rest of the Sales module: quotes you send before the work is agreed, sales that are paid on the spot, the customers and items you bill for, and how your documents look. Estimates Send a quote, get it accepted, then turn it into an invoice. Tour of the Estimates list The totals show the value awaiting a reply, the value accepted andFew readers

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