Reconciliation and reminders
Reconciliation

Reconciliation

Overdue invoices

Proper records payments as soon as they are received and updates the transaction list for the agreement. Payments are used to pay off invoices in the order oldest to newest.

Reconciliation

Credit notes

Credit notes are always linked to a specific invoice and cancel the amount the customer owes. The system will always apply a credit note to an invoice before reconciling it through incoming payments.

Credit note example