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Sales and getting paid
Create invoices and quotations, manage recurring invoices and record sales, receipts and customer credit.
A sale records revenue and any amount receivable from your customer. A receipt records when and into which account the customer pays. Keeping these moments separate makes open items and reports easier to understand.
Why and when is this relevant?
Use these topics for your own invoices and quotations, recurring series, reminders, previously issued invoices, individual sales, credit notes and payments.
What does Boekhouden support?
Before posting, Boekhouden shows the accounts and amounts affected and keeps documents and cash flows separately traceable.
Guidance in this category
- 1 Sales, receivables and receipts Understand how a sale, open receivable, receipt, credit note and refund relate to each other. Read guidance →
- 2 Review Sales settings Review or change the central accounts for receivables, deferred VAT, customer refunds and payment differences. Read guidance →
- 3 Post a sales document Choose deliberately between an existing invoice, direct sale and credit note and review the result before posting. Read guidance →
- 4 Create and finalize an invoice Start with a draft, check the automatic preview and finalize the invoice when its details are correct. Read guidance →
- 5 Edit or credit an invoice, or delete a draft Distinguish editing an invoice, creating a new credit note and permanently deleting an unissued draft. Read guidance →
- 6 Create a quotation and use it for an invoice Save a quotation, mark it as accepted manually and open a prefilled invoice form. Read guidance →
- 7 PDF, central invoice branding and invoice email Manage branding per administration, choose language and note per document and download or send the current PDF. Read guidance →
- 8 Manage recurring invoices Create a recurring series from a draft and manage its template, scheduled dates, pauses and automatic actions. Read guidance →
- 9 Pay invoices with Mollie Add a payment link to your invoice email and record a confirmed payment as a receipt. Read guidance →
- 10 Send payment reminders Review overdue invoices and send a reminder manually or on days you configure after the due date. Read guidance →