Welcome to the Invoicing & Payments guide! This section covers everything you need to create professional invoices, track payments, and maintain healthy cash flow in Exacc.
From generating invoices and credit notes to recording payments, tracking receivables, and managing aged debtor reports, these comprehensive resources will help you streamline your billing processes. You'll learn how to customise invoice templates, handle partial payments, send automated reminders, and maintain accurate financial records to keep your business finances running smoothly.
Create and issue invoices to your customers
Generate invoices from tracked time entries
Access, review, and modify existing invoices
Email invoices with formatting and payment links
Quickly copy an existing invoice for recurring billing
Customise templates, numbering, and preferences
Issue credit notes for refunds or corrections
Track, apply, and reconcile credit notes
Add products and services with pricing details
Configure discounts, GST, and tax calculations
Monitor invoice lifecycle from draft to paid
Record customer payments with quick payment option
Record detailed payment information and allocations
Access complete payment records and transactions
Find outstanding invoices and overdue accounts
Monitor outstanding balances and aged receivables
Set up payment terms, late fees, and reminders
Send reminder emails for overdue invoices
Create aging reports for outstanding receivables
Allocate one payment across multiple invoices
Track invoices paid in multiple installments
Match payments with invoices and verify balances
Manage situations where customers pay more
Create statements showing invoices and balances
Account for uncollectible invoices properly
Create invoices on the go with the mobile app
Record customer payments from your mobile device