Bill customers, work with credit memos, and manage outstanding charges

When you ship goods to a customer, you send an invoice that describes the items and the payment terms. When a customer returns goods to you or overpays, you can issue a credit memo which can be used against future purchases for the amount you owe. When customers delay their payments, you can add finance charges, send reminder statements, and even place customers on hold or prevent them from ordering more goods from you.

To bill customers

1. Check orders that need invoices.

2. Add invoices.

3. Print the invoices.

To work with credit memos

1. Check for returned goods that have no credit memo.

2. Add credit memos.

3. Print the credit memos.

To manage outstanding charges

1. Calculate finance charges.

2. Check aging and status.

3. Check customer history.

4. Print customer statements.

5. Place customers on hold.