Create and issue an invoice
Use a single invoice for multiple items or services. Each line records the description, quantity and unit price. Review the amount and enter any applicable tax before issuing the invoice.
- Open Invoices and choose New invoice.
- Enter the customer, invoice date and payment due date.
- Add the items or services, review the total and save. Open the saved invoice to print it or save it as a PDF.
Record a payment and issue a receipt
Open Receipts and select the original invoice, the receiving account, the payment date and the amount actually received. Save and print the receipt. Record each instalment separately so you can see when each payment arrived.
For example, record GH₵6,300 against a GH₵7,500 invoice to show GH₵1,200 outstanding. A second receipt for GH₵1,200 clears the balance.
Follow up on unpaid invoices
Use Receivables ageing to see how long customer balances have been outstanding. Use Customer statement to see invoices, receipts and credits for a particular customer.
Link an eligible credit note to the original invoice. If a refund is due, request approval and record the actual refund through the payment workflow.