Invoices and payments

Articles

• Creating an invoice

  Create invoices from the appointment or invoice area when you are ready to charge.

• Marking an appointment or invoice as paid

  Paid status helps your workflow, but it should match the money you actually received.

• Payment methods

  Use payment methods to keep reporting and reconciliation clearer.

• What paid status does not do

  Paid status is a record in Offlico, not automatic proof that money cleared.