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Finance
Finance
A collection of articles about the Finance module, and related matters
RMC
By Raymond and 3 others4 authors23 articles
Using Billing Platforms to support external billing systems
Making a payment on an invoice
Introduction to the Finance module

Sage 50


Importing invoice payments into Sage 50
Importing invoices into Sage 50

Invoices


Applying a credit note to an invoice
Automatic invoice emailing on finalisation
Using Billing Routes to restrict invoicing of leases or other items
Making invoice payments from a fund
Working with fund offsets on an invoice
Working with invoice and credit note templates
Managing refunds via credit notes
Creating a new invoice
Logging credit card payments on The Layer via general fund
Part-invoicing a package item

Widgets


Using the Net Cash Exposure by Period widget
Using the Revenue & Profit Margin Analysis widget
Using the Procurement Margin widget
Using the Sales Net Connection and Revenue Widget

Funds, subsidies and discounts


How to add customer funds to via new transactions
Understanding the General Fund
Subsidy Management
Understanding the Buyout Fund
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