Create a receipt for a specific invoice as follows: . Click Create Receipt from either the Invoice Management or Receipt Management screen to open the Receipt screen. Search, by either Account Number or Name, for the client for whom you want to create a receipt, and click select to open […]
How to Create an Invoice
Click Accounting > Invoice Management > Create Invoice to open the Invoice screen. Search, by either Account Number or Name, for the client for whom you want to create an invoice, and click select to open the Invoice screen for the specific client. Create the invoice by completing the following […]
About Invoice Management
Billdozer makes it easy to create and send invoices to clients. Once an invoice is created it can be sent either manually or as an automated email notification (see Messaging > Automated Email for details). . Totals at the bottom right of the screen provide the total amount that has […]
About Client Statements
The Client Statements menu opens the Client Enquiry screen, which displays transactions that occurred for each of your clients. Information is provided under the following headings: . Note: Filter the list on the required column heading to obtain a more streamlined list (see Common Tasks/Filtering Lists for more details). . […]
