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Results for “invoice” — 20 results

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FAQ: Troubleshooting Invoices

Quick answers to common invoice questions and problems.

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FAQ: Accounting Impact

Common questions about how invoices affect your accounting records and financial statements.

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Reading and interpreting the AR Aging Detail report

Understand each column in the detail report and how to use line-item data to manage collections.

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FAQ: AR Aging Detail Report

Common questions about running, reading, and using the AR Aging Detail report.

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Deleting an invoice and its cascading impact

Understand what happens when you delete an invoice and when it is safe to do so.

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Stock is insufficient for a line

Understand why an invoice line cannot be saved due to low inventory.

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FAQ: Managing Invoices

Quick answers to common questions about editing, deleting, and organizing invoices.

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FAQ: Creating Invoices

Quick answers to common questions about invoice creation.

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Customer balance not showing on the form

Understand why a customer's advance balance or credit is missing from the invoice form.

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Allocating one payment across several invoices

Apply a single customer payment to multiple invoices at once.

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FAQ: Balance Problems

Quick answers to common questions about customer, vendor, and account balances.

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Taking payment in a different currency than the invoice

Record a payment in one currency for an invoice issued in another, and handle exchange rates.

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Currency and conversion-rate problems

Fix issues with multi-currency invoices and exchange rate calculations.

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Receiving payment in a different currency

Record a payment when the customer pays in a currency different from the invoice currency.

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Reviewing related records: payments, refunds and inventory movements

See all transactions linked to an invoice in one place—payments received, refunds issued, and inventory changes.

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Editing an invoice: what changes are allowed

Learn which fields can be changed on a posted invoice without creating a refund.

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Partial payments and the partial status

Understand how partial payments work and what the Partial status means.

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FAQ: Invoice Basics

Quick answers to the most common questions about invoices.

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Reading and interpreting the Invoice List report

Understand what each column means and how to use the data to manage your sales.

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Paying an invoice from the customer's advance (balance allocation)

Use a customer's existing credit or advance to settle part or all of an invoice.