Accounting ModuleAccounting Module

The Accounting module is home to customer-facing financial transactions.

Estimates are Quick Quotes, typically used in a Point of Sale process where a customer just wants the price of one or two items. Think of an Estimate as an Invoice with no payment or inventory information.

Invoices are the documents sent to customers to ask for payment of goods and services provided.

Payments is where customer payments are documented. Payments can be applied directly to invoices or left as deposits on account.

Credit Memos are used to record returns of product where the customer receives a refund.

Delivery Invoices are part of the advanced Request for Payment or Liability invoicing processes.

Gift Card Lookup gives you the ability to look up a gift card and see the available balance.

Recurring Invoices are invoices that the system automatically generates on a scheduled basis, ideal for monthly security monitoring or quarterly service agreement billing

Clicking on any of the buttons in the pop-over window opens a list of the associated documents, and we’ll go into the details of each section individually.

Use the Manual navigation to the left to get more information about each Accounting function.

Last modified: 5 May 2020

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