Article 014 min read
How Invoices, Payments and Customer Balances Fit Together
Understand what an invoice requests, what a payment records and how the two affect the amount still owed by a customer.
Read articleBusiness software guide · 6 articles
Payments and invoicing
A payment should connect to the right sale, job or customer account. This guide explains how those records fit together and where software can help with payment terminals, monthly billing and changes such as refunds. Customer payouts are covered separately as a specific situation.
Essential articles
Follow the suggested order, or choose the question you need help with.
- Article 024 min read
Connecting Payments to Your Sales and Job Records
Keep payment references, customer records and sales or jobs connected, with clear handling for pending results, retries and later changes.
Read article - Article 034 min read
Connecting POS Software and Payment Terminals
Understand how payment terminals can connect to sales, customer accounts and other business software.
Read article - Article 044 min read
Automating Monthly Business Invoicing
Bring account activity into monthly invoices, with your billing rules and a chance to review before sending.
Read article - Article 054 min read
Handling Deposits, Partial Payments and Refunds
Keep deposits, instalments, payment attempts and refunds connected to the right job or invoice, with a clear explanation of what remains outstanding.
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Specific situations
More detail for particular business needs. Read these if they apply to you.
- Article 064 min read
When Your Software Cannot Send Payments Directly
Explore customer payouts using bank import files when a provider cannot support a direct software connection.
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