Orders & Credit

Connected
B

Customer and supplier accounts

Create sales orders and invoices. For purchasing, follow Purchase order → Receive goods → Supplier bill.

Customer balances¤
0Unpaid customer invoices
Customer credits↩
0Credit notes not yet refunded
Supplier balances¤
0Unpaid supplier bills
Open documents▣
0Orders, invoices and bills

Cash, bank and mobile money accounts

Set starting balances and choose the account used for each receipt or payment.

ACCOUNTTYPELEDGER CODEOPENING BALANCEOPENING DATESTATUS
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Business documents

Orders, invoices, bills and current balances

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Create recurring schedule

When a run is due, it is prepared the next time Finance opens. You can also prepare due runs manually.

Create a document

Create and print a business-branded quotation, sales order, invoice, purchase order or supplier bill. A quotation can be converted to a sales order; it does not post stock or accounting entries.

Bundles expand into component lines so stock and COGS remain accurate.
Items (prices from Inventory; enter supplier costs)
Discount applies to the document subtotal before posting.
Subtotal0
Deduction0
Total due0

Return items / issue credit note

Invoice . Returned stock and journal entries are posted together.

Estimated credit: 0
A refund must not exceed this credit note, the amount the customer previously paid, or the selected account’s available balance. Leave refund at 0 to keep the amount as customer credit.

Refund customer credit

Credit note . The refund will be recorded in the selected financial account and journal.

The server checks remaining credit, previous refunds, customer receipts, and available account funds before posting.

Choose customer invoice

Select an issued invoice to return items or issue a credit note.

Choose customer credit

Select a credit note with a balance available to refund.

Add a financial account

Enter its starting balance. A balanced opening journal entry will be created automatically. If you already posted this balance in the General Journal, enter 0 to avoid duplication.

Record cash transaction

Every saved transaction creates a balanced General Journal entry.

Expenses, withdrawals and transfers cannot exceed the selected account’s available book balance. Deposits and withdrawals require an offset account so they are classified correctly.

Record a receipt or payment

Apply the amount to an open invoice or supplier bill.

The customer’s saved email address or phone number will be used.

Add a supplier

Supplier records belong to your BusinessHub business.

Customer credit terms

Set the approved credit limit and payment period.

Scan a barcode

Hold the barcode inside the camera frame.