Invoices Payment Section

Main Menu > Invoices

Invoice Notes & Payment Section Explained

Invoice Note

  • Text entered into the Invoice Note field appears on the current Invoice screen and also appears on the printed Invoice.

  • If you wish to have any notes printed on the Invoice, then the only place you can enter them is in the Description field of a line item.

  • All payment information in this section is auto-filled by the Data Entry screen.

Date Field

  • The date payment was entered.

  • If manually typing in the date, enter it as  MM/DD/YYYY 

Tender Field

  • The tender used for the individual line payment.

Reference Number Field

  • Use to record a check number, credit card authorization number, gift certificate number, or store credit, etc.

  • Up to 5 digits of this field will display on the printed one-part invoice.

DO "Deposit Only" Field

  •  Indicates that a deposit was made.

(Cash) Tendered Field

  • The Cash Tendered field calculates the change required for a cash transaction. The Amount of Payment field must be entered prior to entering the Cash Tendered.

  • This field is not used on any reports.

  • The Change field displays the difference between the Cash Tendered and the Amount of Payment fields.

Amount (of Payment) Field

  • The amount of money the customer applied to the Invoice.

Change Field

  • The amount of money returned to the customer.

QuickBooks Section

Note: The following fields and buttons are only visible when the QuickBooks Integration is enabled.

QB ID Field

  • A value in this field indicates that the Invoice has been pushed to QuickBooks.

Counter Field

  • The number of times this Invoice has been pushed to QuickBooks.

Refresh Button

  • Unknown.

Last QB Update Field

  • A date/time stamp for the last push to QuickBooks.

Push to QuickBooks Button

  • Click to push Invoice data to QuickBooks.

  • For QuickBooks online, you may need to refresh the webpage to see changes.

Find Not Pushed Yet Button

  • Click to find all Invoices that have not yet been pushed to your QuickBooks.

 

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