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Finance

5 guides

Create a numbered invoice for a customer's bookings or for free-form charges, then send it when the details are ready.

Record money received from a customer, allocate it across invoices, and keep any excess as customer credit.

Issue a dated credit note for a customer, then apply it to an unpaid invoice or keep it available as credit.

Apply the remaining value of an issued credit note to one of the same customer's outstanding invoices.

Review a customer's statement for the required period, then email its PDF with an optional message and attachments.