Financial
|
Financial |
|
|
Clicking on the Financial button on the side menu of the Add/Edit Client screen takes you to the client financial screen where you are able to enter various details. You need only enter as many details as you wish.
You may also enter extra Invoicing details by clicking on the Invoice Options button.
This screen is split into two with the top half showing the Invoice section and the bottom half the Payment Section. Together they show the full financial history for the client allowing you to manage your cashflow effectively and easily.
The first step is to give the client an account number. If the client has an outstanding debit or is in credit then the amount will show in the Balance box. Also you can choose to show just the Credit and Debits that have occurred for the client by clicking in the Show Credit/Debit checkbox.
The top half of the screen shows all the invoices that have been created for the client. The colour coding identifies which invoices have been paid, not due,partially paid or outstanding.
If you would like to view a particular invoice, this can be done by clicking the View button at the bottom of the invoice section.
You will then be able to see a preview of that invoice.
The bottom half of the screen manages the Payment Section. Here by highlighting a particular invoice you can see the payments that have been made against that invoice.
As with the Invoice section you are able to View the highlighted payment details by clicking on the View button at the bottom of the Payment Section and you also are able to cancel a completed payment by highlighting the payment and clicking the Cancel Payment button. This includes the ability to track NSF (Non Sufficient Funds)
|
