Raise invoices and record what customers pay
Bookkeepers raise invoices, credit notes and quotes, with a second person authorising invoices before they post.
Sales invoicing
Bookkeepers can follow an invoice from draft through a colleague’s approval to payment, keeping its status and ledger entries together.
How it works
- New invoice
- Send for approval
- Authorise invoice
- Send
- Record payment
Prepare and authorise
Draft invoices with products and services, UK VAT codes and tracking categories. Authorising an invoice gives it a number and posts it to the ledger. A second person authorises unless the user works alone.
Send for approvalRecord receipts and credits
Email invoices, remind customers by hand, record part or full payment and issue credit notes. Customer receipts allocate to invoices oldest first.
Authorise invoiceTurn quotes into invoices
Issue a quote, record acceptance or decline and turn an accepted quote into an invoice.
SendContinue with the related work
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