Keep track of invoices and payments.
Prepare invoices and review recorded payments to organise customer follow-ups.
Give invoices and payments a clear record
You need to know which invoices have been issued and which payments need checking, without rebuilding the whole picture each time.
- 01
Prepare invoices
Enter the billing information needed for the customer account.
- 02
Review payments
Record and find payment details.
- 03
Plan follow-ups
Identify documents that need a check or action from your team.
What you can do
Prepare invoices
Enter the billing information needed for the customer account.
Review payments
Record and find payment details.
Plan follow-ups
Identify documents that need a check or action from your team.
In practice
During a business review, check recorded invoices and payments before deciding on the next actions.
Explore next
Quotes
Prepare a quote and follow it through.
Bank reconciliation
Match bank activity with your business records.
Finance and invoicing
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