An introduction to the Accounts module

Use the Accounts module to create and manage invoices and purchase orders.

The Accounts module is split into two sections:

Invoices

Use the Invoices section in the Accounts module to create and manage your business invoices.

The invoice process follows a flow of stages:

  • New Invoice - create a new invoice, adding in customer and item details.
  • Draft Invoices - when a new invoices is saved it is moved into the Draft Invoices list.
  • Pending Invoices - when a draft invoice is submitted it is moved to the Pending Invoices list where payments can be made on it. Note: when the invoice has been submitted it can no longer be edited.
  • Paid Invoices - when payments are completed on an invoice it is moved to the Paid Invoices list.

Note: an invoice cannot be moved back to a previous stage in the process.

Purchases

Use the Purchases section in the Accounts module to create and manage your business purchase orders.

The purchases process follows a flow of stages:

  • New Purchase - create a new purchase order, adding in customer and item details.
  • Pending Invoices - when a draft purchase order is submitted it is moved to the Pending Purchases list.
  • Paid Invoices - when payments are completed on a purchase order it is moved to the Paid Purchases list.

Note: a purchase order cannot be moved back to a previous stage in the process.

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