Balance Brought Forward

Use Balance Brought Forward to enter a customer's beginning balance.

Invoice

Use invoice to enter and record a sale.

Scheduled Payment

Use to enter payment schedules against existing receivables invoices.

Debit Memo

Use debit memos to record an increase to the customer's balance for charges other than a sale.

Finance Charge

Use finance charges to enter and record a finance charge for a specific customer. This finance charge is in addition to or instead of the finance charges assessed during month-end procedures using the Assess Finance Charges process.

Service Repair

Use service repair to record a transaction for a service your business provided for a customer.

Warranty

Use warranty to record a service or repair covered by a warranty.

Credit Memo

Use credit memos to record any decrease in a customer's balance that is not the result of a payment. The difference between a credit and a return is that a credit memo credits a customer's account. A return credits a customer's credit card balance or account with your company, and reverses tax and commission amounts that were previously created.

Return

Use returns to record the return of a product. You can use returns to decrease the customer's balance, if the customer hasn't received cash for the return. The difference between a credit and a return is that a credit memo credits a customer's account. A return credits a customer's credit card balance or account with your company, and reverses tax and commission amounts that were previously created.

Cash Receipt

Use cash receipt to record the receipt of money from your customers for transactions on account.