Practical guides for clearer billing

Make the most of the workflows available in FlowBooks today.

Duplicate or recurring: choose the right billing workflow

For a similar one-off job, duplicate an existing invoice and review the new dates, client, service period, and line items. A duplicate starts a separate billing document; it is not a payment or a reminder.

For a service billed regularly, create a recurring invoice schedule. Set the billing dates and service period to match your agreement with the customer. In advance means billing before the service period is delivered; in arrears means billing after it. Review generated invoices before sharing them.

Turn a received payment into a clear account record

Confirm receipt through your bank or payment records, then record the payment in FlowBooks with the correct date, amount, and reference. Allocate it to the related invoice or invoices; a partial payment should leave the remaining balance visible.

Use the payment receipt document when you need to acknowledge what was received. FlowBooks records the payment; it does not move money between bank accounts or independently verify the transfer.

Give customers a statement they can understand

Open the client’s Statement tab and choose the reporting period and currency. Review the opening balance, invoices, payment allocations, and closing balance before sharing the document.

Preview the statement, print it, or download its PDF. Check your business profile and payment details first so the customer can identify the sender and the reference to use when paying.

Need help applying this to your business? Get in touch.