Sales & purchases
Create invoices and review payment status
Review an invoice before sending it and track its settlement.
Prepare the invoice
Open Invoices for the correct company. Check the customer, invoice and due dates, lines, tax treatment and total before saving.
Send and follow up
Use the invoice’s available send or share controls. Confirm the recipient and payment terms. Payment options depend on the company’s configured integrations.
Payment submitted versus settled
Some payment methods settle later. Review the status and associated payment record rather than treating every checkout completion as settled cash.
Corrections and refunds
Use the appropriate credit, refund or reversal workflow and review the resulting accounting entries. Avoid deleting a posted payment merely to make a status look right.
Need more help?
Open a support request or email info@iandsaccountingsvcs.com. Never share passwords or sign-in codes.