Invoices, payments and credit notes
Manage invoice lines, payment records and credit control.
Where to find it
Admin → invoice/billing views.
How to use it
- Create/open the invoice.
- Review invoice lines and controls.
- Record payments through the supported workflow.
- Use credit note controls where correction is required.
- Review payment history and customer statement/credit exposure.
Important notes
Financial records should follow your accounting policy and external accounting/tax requirements.