Sales: the assessment

The customer's contact record, which you can change on the invoice

You must type it on every invoice

It is always Net 30

Raise a credit note for the full amount

Void it and raise a new invoice

Edit it, add the number and save; it keeps its invoice number

Posts the invoice to your books straight away

Keeps the invoice to finish later; nothing reaches your books until it is sent

Emails the invoice to the customer

Yes, to deferred revenue

Yes, to sales

No, nothing posts until it becomes an invoice

It stays in the list, marked Invoiced

It is deleted

It becomes a draft again

Only the customer's name

Only the total, as a single line

The customer, lines and pricing, with a fresh invoice number

Void

Paid

Partial, with the balance still outstanding

Issue a credit note for the difference

Edit the total below the amount already paid

Void the invoice

Yes, match the bank transaction in Banking and the invoice settles

Only by deleting the invoice and raising a receipt

No, every payment must be typed on the invoice

The terms, and so the due date, a new invoice to them starts with

How often statements are sent

How many days before a reminder is sent

What the customer owes now, invoice by invoice, with the ageing

Every sale you have ever made to them

Only payments received this month

Archive the customer until they have paid

Switch off Send automatic payment reminders on their contact

Delete their overdue invoices

A deal with no close date never appears in a forecast

Ledgr sends the customer a reminder on that date

It sets the invoice due date

It depends on the stage

Including VAT, because that is what the customer pays

Excluding VAT, so it compares with your income statement

They are copied as one total line

They become the quote's lines, unchanged

They are cleared from the deal