Fourlane Articles & Insights

A sales receipt is used when you take payment at the point of sale from a customer. You do not need to keep track of […]

Although we hope that we never have to refund a customer, it can happen. A credit memo is the transaction that allows you to reverse

Although it is rare, we do have some scenarios when it is appropriate for a customer to use a pending invoice in their workflow. You

We are not a bank. So when we extend terms to customers, we expect that they pay on time. If they do not pay on

Statements are a great way to show your customer their activity on account for the month. We see these used frequently in businesses that have

Your customer has sent you money – now what do you do? So many user go straight to the deposit screen and end up duplicating

It is important to understand what effect a transaction has on your financials. QuickBooks makes recording sales easy! This video shows you the net effect

A sales receipt is often times used to record usage of inventory parts. It requires only one transaction for the sale – where as an

QuickBooks does not have a natural report for backorders. It will show you all open items on sales orders; but for people who want to

Several customers use outside systems to process their sales – restaurants who have a POS system, doctors who have a medical billing system, or even

There are three levels of customization to an invoice in QuickBooks. This video takes you through the basic customization where you can add a logo,

There are three levels of customization to an invoice in QuickBooks. The additional customization includes which header and column fields you can add, as well

There are three levels of customization to an invoice in QuickBooks. The layout designer has the most functionality and flexibility. You can add additional images,

Custom fields are very powerful in QuickBooks. They allow you to add additional information that you can report on by filtering reports or adding the

QuickBooks allows you to create recurring invoices. This means that you can have the invoice set up to automatically post every month. This video shows

When our jobs last more than a few days, we often times want to bill based on the progress completed instead of waiting to invoice

QuickBooks allows you to create a batch invoice for several customers. Create one invoice template and it will duplicate that invoice to your customers based

Statement charges allow you to quickly note a purchase a client is making in a register and then send a statement to your customer at

Many customers bill for time and materials. This means you have an expense, item, time or mileage you want to bill to your customer. This

The income tracker is a little dashboard in QuickBooks that allows you to visually look at sales transactions outstanding, coming up, or pending sale. This