The paper trail. How to write a quote, get it approved, raise the invoice, take the money, and chase what is owed.
How to raise a quote — from a job, from a customer card, or standalone. Line items, GST handling, expiry dates, and the QUO-000001 numbering.
The send dialog, email vs SMS vs both, the approval link your customer taps, and how to see when a quote was opened.
When a customer approves a quote, the work flows Quote → Booking → Job → Invoice. Here is what happens at each step and what carries across.
Draft, Sent, Paid, Partial, Overdue, Cancelled. What each status means, what flips automatically, and what requires a manual action.
Cash, EFT, card on terminal, and online card payments — how to record each one, how partial payments work, and how it pushes to your books.
How refunds and credit notes work — the standalone Credit Notes module records the credit, applies it to an invoice, and pushes it to your accounting.
A statement is a one-page summary of everything a customer owes you over a period. Here is how to generate, send, and reconcile one.
The standalone Credit Notes module — when to use one, raising it from an invoice, Draft → Authorised, applying it against an invoice, voiding, and the audit trail.