Knowledge Base
Editing and Updating Invoice in Sales
Editing and Updating Invoice Details Managing invoices is one of the most critical processes in any organization’s financial operations. An invoice not only serves as a request for payment but also acts as a legally binding document that records the exchange of goods or services. Properly managing invoices helps ensure...
Read moreRecord Invoices Payments in Sales
Recording Invoices Payments Recording a payment links the customer’s remittance to the correct invoice and updates balances in real time. Follow these steps carefully to avoid reconciliation issues. Prerequisites - Invoice status = Sent. (Draft or Cancelled invoices should not receive payments.) - You know the exact amount, date, and...
Read moreUnderstanding Invoices: A Comprehensive Guide
Understanding Invoices: A Comprehensive Guide Introduction Invoices are one of the most fundamental documents in the world of business and finance. They serve not only as a record of sales and payments but also as a legal and financial tool that ensures smooth transactions between buyers and sellers. For businesses,...
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