Accounting: Money In
Receivables, customer payments, deposits, statements, and credits.
Money in: the whole path
Invoice, payment, deposit, bank. Where each screen under Money In sits on that path and what it posts.
Invoices from the accounting side
The Money In invoice list: balances, statuses, standalone invoices, and what the bookkeeper can do that the counter can't.
Customer Payments: one payment, several invoices
Record a check or transfer that covers more than one invoice, and what happens when it's more than they owe.
Deposits
Turn held payments into the deposit the bank will show, post it, and let the bank register match the statement.
Deposit splits
Explain a bank credit that covers many customers or mixes payments with other money, line by line, to the cent.
Bulk Apply Deposits
Work the bank feed's credits in one pass: match each to a customer or an offset account and post them together.
Credit memos and customer credits
Money you owe a customer: create and post a credit memo, apply it to an invoice, and what an overpayment credit is.
Customer statements
Generate periodic statements for customers on account, review each before it goes, and send or share them.
Recurring invoices
Templates that generate a draft invoice on a schedule for retainers, subscriptions, storage, and renewals.
Discount codes
Promotional codes with rules, applied at the counter, tracked to the customer.
Aging Report
Who owes what, bucketed by how long, and what to do about each bucket.