Invoices and receivables

Save a customer for native invoices

Create a company customer record before using it in an issued invoice.

Updated 2026-11-11

Choose Business or Individual for a customer record

Record the contact type without changing the document's accounting treatment.

Updated 2026-11-11

Check a customer's email before invoicing

Review the saved recipient and the invoice's copied contact details.

Updated 2026-11-11

Keep customer addresses and notes useful

Store the business context needed to identify the customer and prepare documents.

Updated 2026-11-11

Make a customer inactive without confusing its history

Use the directory status deliberately and inspect existing documents separately.

Updated 2026-11-11

Use draft contact details before a customer is saved

Prepare an invoice without mistaking typed details for a directory record.

Updated 2026-11-11

Clear a saved customer selection in an invoice draft

Return to editable contact details when the selected directory record is wrong.

Updated 2026-11-11

Resolve a customer mismatch during invoice issuance

Update and save the draft when its contact details differ from the active customer.

Updated 2026-11-11

Open a dated customer activity statement

Choose a statement date and inspect the customer's recorded activity.

Updated 2026-11-11

Refresh a customer statement after its evidence changes

Reload the dated result before relying on an old activity view.

Updated 2026-11-11

Add a product or service to the native sales catalog

Save reusable sales terms for a company without creating an invoice.

Updated 2026-11-11

Use a unique SKU in the sales catalog

Give a reusable item an identifier that is distinct within its company.

Updated 2026-11-11

Set an income account for a sales catalog item

Use the mapping as a preparation aid and review it again on each invoice.

Updated 2026-11-11

Make a catalog item unavailable for new invoices

Change its active setting while retaining a clear record of its sales terms.

Updated 2026-11-11

Prepare an invoice draft in Institution Books

Save customer terms and accounting selections before issuing the document.

Updated 2026-11-11

Choose an invoice number before saving

Use the assigned number or provide an unused reference for the draft.

Updated 2026-11-11

Set an invoice date and review its due date

Check both dates when payment terms calculate the customer's deadline.

Updated 2026-11-11

Apply payment terms to an invoice draft

Calculate the due date from the invoice date using the selected terms.

Updated 2026-11-11

Use a custom invoice due date

Set a specific deadline when standard payment terms do not fit.

Updated 2026-11-11

Choose the currency of an invoice draft

Review document amounts and catalog selections in the intended currency.

Updated 2026-11-11

Add quantity and unit rate to an invoice line

Review the calculated line amount instead of editing a derived total directly.

Updated 2026-11-11

Apply a discount to an invoice line

Enter the amount deducted from that line and review the resulting total.

Updated 2026-11-11

Write invoice notes that explain the customer terms

Keep the document's business context separate from private supporting evidence.

Updated 2026-11-11

Attach a supporting file to an invoice draft

Add one permitted file while preserving the distinction from the customer PDF.

Updated 2026-11-11

Use saved posting-account defaults on invoices

Prefill empty selections while reviewing catalog-specific mappings separately.

Updated 2026-11-11

Choose the Accounts Receivable control account for an invoice

Map the customer obligation to an eligible company account before issuance.

Updated 2026-11-11

Review an invoice's tax amount and account

Use the documented tax treatment and keep amount entry separate from tax advice.

Updated 2026-11-11

Use the invoice creation requirements list

Jump to unfinished fields and complete the saved draft before issuing.

Updated 2026-11-11

Prepare a native customer estimate

Save proposed customer terms before any invoice or ledger entry is created.

Updated 2026-11-11

Set and review an estimate's validity date

Keep the proposal's active terms clear before acceptance or conversion.

Updated 2026-11-11