Articles for service business owners

 

New in YTB: Log invoice payments and create receipts

22nd June 2014

If you ask for deposit payments or send customers receipts, we’ve got a couple of exciting new features for you.

We’ve just launched invoice part-payments and easy customer receipts.

 

Logging payments for invoices

If you receive part-payments for the invoices you send out, we’ve made it easy for you to log those payments against your invoices.

View any invoice that you’ve sent and you’ll now see a payment summary; what’s been paid and what you’re owed.

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To log a payment, simply click the ‘Add a payment’ button, and enter an amount, payment date and any notes you want to keep about the payment.

Screen Shot 2014-06-22 at 13.56.15

 

All paid!

Once an invoice has £0.00 owing, it will automatically be updated with a status of paid.

If you’d like to quickly mark an invoice as fully paid, click the ‘mark invoice as fully paid‘ link. A full payment will be logged for the invoice.

Screen Shot 2014-06-22 at 14.42.45

 

Seeing what you’ve been paid for invoices

Any payments that you log will be displayed underneath your payment summary, with the date you logged and any notes you added.

You can remove payments if you need to by clicking on the trash can alongside each payment.

Screen Shot 2014-06-22 at 13.56.03

 

Creating receipts for payments received

Need receipts for your customers? Easy!

Log a payment against the relevant invoice, click ‘Send a receipt’ and we’ll create a payment receipt for you to easily send to your customer.

Screen Shot 2014-06-22 at 13.57.34

 

Sending receipts to your customers

You can print in your browser, download to PDF or email your receipts directly to your customer.

You can customise your email messages for receipts by visiting settings > email templates > updating receipt templates

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Try it for yourself…

We have plans to add more features and reports to receipts and payments, but if there’s something you think YourTradeBase could make easier when dealing with payments and receipts, email us and we’d be happy to hear what you need.

Contact us or live chat with us from within the app (just click the green ‘help’ tab), or email us at helpdesk@yourtradebase.com.

Sign in to YourTradeBase to start logging payments received and sending receipts to your customers, or sign up for a free account.
signin-ytb


About the author

Adam Austin is the CEO & Co-founder of YourTradeBase.com - The easy way for service businesses to save hours on admin and paperwork.


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