Invoices and receivables

Resume recurring invoices after missed occurrences

Choose catch-up or skip behavior deliberately before restarting draft creation.

Updated 2026-11-11

Review attachments and changed terms on recurring invoice drafts

Check each occurrence because supporting files are not copied automatically.

Updated 2026-11-11

Read recurring invoice run history

Distinguish planned occurrences from generated drafts and retained attempts.

Updated 2026-11-11

Match a partial customer payment to an invoice

Allocate a confirmed existing bank movement against the remaining obligation.

Updated 2026-11-11

Record a customer payment without charging the customer

Understand the accounting effect of matching an existing bank movement.

Updated 2026-11-11

Apply a credit against an unpaid invoice amount

Prepare a dated credit while keeping cash payments and refunds separate.

Updated 2026-11-11

Understand credits on a cash-basis invoice

Apply credits only to the original unpaid and unrecognized parts.

Updated 2026-11-11

Understand credits on an accrual invoice

Retain original account mappings while reducing the supported unpaid obligation.

Updated 2026-11-11

Write off a supported unpaid invoice obligation

Review exact remaining allocations and preserve the original document and payments.

Updated 2026-11-11

Reverse an incorrectly recorded invoice payment match

Restore document balances with a dated accounting reversal without moving money.

Updated 2026-11-11