Bills and credit notes

The bills register

Billing, Bills lists every posted bill with its date, due date, total, what is still owed and its standing: posted, part paid, paid, part credited, credited or written off. An overdue bill is marked. Each matter's Bills tab lists its own bills.

A bill's page

The bill shows its lines, each tax with its rate, its totals, and what credit notes, payments and write-offs have done since. It links to the journal it posted and to its pre-bill.

From the actions menu:

• Download PDF: the bill on the firm's letterhead.
• Send by email: to the client's address on file, or others you name, with copies and a message. Each sending is listed under Deliveries, including any that bounced.
• Record fiscal reference: where the firm fiscalises by hand, the reference the Ghana Revenue Authority issued.
• Issue a credit note and Write off bad debt.

A posted bill has no Edit.

Issue a credit note

1. On the bill, choose Issue a credit note.
2. Credit the whole bill, or part of it by entering an amount against each line. A line cannot be credited for more than it has left.
3. Choose the reason and describe it in words.
4. Tick any time to bill again. It goes back to work in progress on the matter.
5. Issue credit note. It posts and takes its number.

Credit note reasons

Settings, Credit note reasons holds the reasons chosen on every credit note, each with a short code that reports group by. Retire a reason the firm no longer uses. A reason no credit note has used can be deleted.