Finances
Finances
The Finance modules handles transactions between your Organisation and its Customers:
- Invoices: Which are used to charge a Customer for a single Job, multiple Jobs, or standalone Labour, Parts, Fees, and Expenses.
- Credit Notes: Are negative Invoices, used to refund a Customer and pay a later Invoice.
- Cash Receipts: Money received from a Customer against one or more Invoices.
- Credits: Payments made in advance that are not yet applied to a specific Invoice.
| Finance Module Sections | |
|---|---|
| Invoices | |
| Summary | |
| Invoice Items | |
| Invoice Jobs | |
| Uninvoiced Jobs | |
| Payments | |
| Credit Notes | |
| Payments | |
| Cash Receipts | |
| Credits | |