Invoices And Payment Records

Clear Invoices. Clear Balances.

Keep itemized totals, recorded payments, refunds, and outstanding balances easy to understand.

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Home Site Features Invoices And Payment Records
On This Page · 18 Capabilities
  1. A Payment Ledger For Every Invoice
  2. Payments And Refunds As Separate Entries
  3. Permanent Payment Amounts
  4. Payment Details In A Slide-In Panel
  5. Running Balances And Credits
  6. Notes For Payment Follow-Up
  7. Itemized Invoices
  8. Automatic Subtotals
  9. Tax Calculations
  10. Delivery Charges
  11. Invoice Totals
  12. Full Payment Records
  13. Partial Payment Records
  14. Outstanding Balances
  15. Payment Methods And References
  16. Full And Partial Refund Records
  17. Refund Reasons
  18. Customer Financial Notifications

Invoices And Payment Records

Included Capabilities

A Payment Ledger For Every Invoice

Keep individual payment transactions with each order, including the amount, date, method, reference, and a note.

Payments And Refunds As Separate Entries

Positive entries record money received and negative entries record refunds. Each transaction contributes to the invoice's payment totals and balance.

Permanent Payment Amounts

Payment transactions cannot be deleted and their amounts cannot be changed. Correct an amount by recording another transaction, preserving the financial history.

Payment Details In A Slide-In Panel

Open a transaction's full details beside the invoice and update its date, payment method, reference, or note while keeping its amount fixed.

Running Balances And Credits

See the effect of each payment and refund, the amount still owed, and any overpayment credit alongside the invoice total.

Notes For Payment Follow-Up

Keep payment explanations with their transactions and order notes with the invoice, giving your team context when answering a customer's question.

Itemized Invoices

Show products, quantities, and prices on an itemized invoice that is easy to review.

Automatic Subtotals

Calculate the product subtotal from the invoice items to keep order arithmetic consistent.

Tax Calculations

Apply the configured tax rate and show the calculated tax amount clearly.

Delivery Charges

Include the applicable delivery charge in the invoice calculation.

Invoice Totals

Bring products, tax, and delivery charges together in one order total.

Full Payment Records

Record a full payment against an invoice and update its payment position.

Partial Payment Records

Record a payment toward the balance while keeping the remaining amount visible.

Outstanding Balances

See the amount still due on an invoice so follow-up is based on a clear balance.

Payment Methods And References

Capture the payment method and reference to support later reconciliation.

Full And Partial Refund Records

Record full or partial refunds against the amount previously paid.

Refund Reasons

Keep the reason for a refund with its record so the adjustment is understandable later.

Customer Financial Notifications

Keep customers informed of recorded payments and refunds through the notification workflow.