Accounting Software Help – Customer Invoicing

Adding and Editing Customers
How to add a customer in order to send invoices.
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Setting Up Products and Services
If you send invoices to your customers, here is how to set up your product or service list and pricing.
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Setting Up Sales Tax
If you send invoices to your customers, here is how to set up your sales tax rate.
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Accepting Credit Card Payments on Invoices
If you want to have the option for your customer to pay you by credit card, read this help article.
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Accepting ACH Payments on Invoices
If you want to have the option for your customer to pay you by ACH payment, here’s what to do.
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Invoicing Your Customers
How to create an invoice for a customer.
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Adding Discounts to Your Customer Invoice
You can add discounts to items or your entire customer invoice.
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Emailing an Invoice To Your Customer
You can use Patriot Software to email invoices to your customers.
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Adding a Business Logo to Customer Invoices
Here is how to upload a logo on your customer invoices.
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Issuing a Credit To Your Customer
If a customer is owed a refund, here is how to issue a credit.
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Voiding a Customer Invoice
How to void a customer invoice you have created.
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Receiving a Customer Payment
Explains how to enter a customer payment you have received to pay an invoice.
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