Invoice and Payments

How to add invoices and look at payments made on a customer's account.

How to Add a Discount to an Invoice or Billing
Do you need to add a discount to an invoice? Would you like to be able to add a discount to a future billing cycle?  This article is to help you do just th...
Thu, 1 Jun, 2023 at 11:29 AM
How do I create a single invoice?
Here a great video to walk you through the process. Thank you and have a great day :)
Wed, 13 May, 2020 at 10:49 AM
Deleting an Invoice
Do you need to delete a customer invoice? The process is simple but different depending on if the invoice is PAID or UNPAID.  We will walk through t...
Thu, 11 May, 2023 at 9:38 AM
Invoice Balance Zero
Do you have an invoice with a zero balance that isn't marked as paid?  Sometimes when adjustments are made to a paid invoice, such as deleting and t...
Mon, 15 May, 2023 at 12:13 PM
How to Enter Payments
Welcome to Paythepoolman Help Page!  Do you need help entering a payment for one of your customers?  Here are the steps to do it! Or if you'd ra...
Thu, 7 Sep, 2023 at 10:41 AM