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Billing

Overview

Every screen in Billing, and what it is for. Find the screen you are looking at, then open it.

Main Features

The Screens

Screen What it is for
AR Billing Find billable rows, review the lines, create the invoice
AR Billing Corrections When you can still change an invoice
AR Billing and QuickBooks Online The entry point for the four billing screens
Billing, Invoices and Sending Documents The billing jobs, and the recurring charges
Billing Presets The charges a customer gets automatically
Sending an Invoice to QuickBooks Online Getting the invoice into the accounts system
Trade Summary Whether the deal adds up

Notes

  • Find the screen you are looking at, then open it. The page is named after the screen, so the title is the fastest clue.
  • If a screen is missing from your menu, that is a role or access question, not a missing page — see Roles and Access.