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Receipts & payments
Keep customer and supplier balances in sync.
9 step-by-step guides
Receivings: record and track received amounts
Keep a receiving record with payer details, staff history, and a printable slip.
5 steps · 2 min readCustomer Payments: record money paid back
Record money leaving your agency for a customer.
5 steps · 2 min readVendor Receipts: record money from suppliers
Record rebates, returned overpayments, and other money received from vendors.
5 steps · 2 min readRefund Allocation: settle refund orders
Allocate customer refunds or vendor returns, including customer invoice adjustments.
6 steps · 2 min readProfit Shares: transfer profit between team members
Assign profit responsibility while preserving the original financial documents.
5 steps · 2 min readRecord a customer receipt
Allocate money received to one or more open invoices.
6 steps · 2 min readRecord a vendor payment
Pay a supplier against one or more payable orders.
5 steps · 2 min readChoose the right receipt or payment
Know which screen to use for money coming in or going out.
5 steps · 2 min readHandle refunds and returned money
Separate a refund request from the movement of money.
5 steps · 2 min read