Customer Invoicing & Payments
Creating invoices, sending them to customers, recording payments, handling credit notes and refunds. The money-in side of your business.
Creating Invoices
How to create, customize, and send invoices to your customers — from sales orders and standalone.
Creating an invoice from a sales order
Most invoices in CloudFFL OS are created directly from sales orders. You've already done the work...
Creating a standalone invoice
Not every charge goes through a sales order. Sometimes you need to invoice a customer for somethi...
Sending invoices to customers
Once an invoice is confirmed, you need to get it to the customer. CloudFFL OS can email invoices ...
Credit notes and refunds
When a customer returns a product or you need to adjust a charge, you don't delete the original i...
Recording Payments
Recording customer payments, handling partial payments, and tracking what's still owed.
Recording a customer payment
When a customer pays an invoice — whether by card, check, cash, or bank transfer — you need to re...
Partial payments and payment plans
Not every customer pays the full amount at once. Maybe a dealer-to-dealer buyer is paying half no...
Tracking overdue invoices
When invoices go past their due date, you need to know about it — and you need an easy way to fol...