Customers

  • Email an Invoice to a Customer

    This allows you to send a sales invoice to a customer by email directly from Bookkeeper. Open Sales Invoices If Sales Invoices is not visible: Open the invoice The invoice…

  • Email a Receipt to a Customer

    This allows you to send a receipt to a customer after a payment has been recorded.It is commonly used to confirm that payment has been received. Open Receipts If Receipts…

  • View Customer Statements

    Customer statements show a summary of all invoices, payments, and balances for a customer over a period of time.They are commonly used to share a full account summary with a…

  • View Customer Balances

    What this is for:Customer balances show how much each customer owes you.This helps you track outstanding invoices and follow up on unpaid amounts. Open Customers If Customers is not visible:…

  • Create a Sales Invoice

    What this is for:Sales Invoices are used to request payment from customers for goods sold or services provided.They help you track how much customers owe you and when payment is…

Knowledge Base Categories

Getting Started
Bank
Customers
Suppliers
Accounting Records
Reports

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