Accounting

 

Accounting Menu


 
 


Unpaid Invoice Report


Shows all jobs that a server has completed but has not yet been paid. Lets you look at unpaid invoices by a client to review what is outstanding.


Cash Analysis Report


Lets you see what payments have been made by client and allows for organizing by general, detail, summary.
 


Finding Client Payment


 


Pay Process Server


 
 


Understanding Invoices


Short Form Invoice, Long Form Invoices, and Specialty Invoices (Can be used for non-process-server jobs like investigations.)


Past Due and Current Invoice Client Report


Shows all unpaid invoices in a statement format. Allows for filtering by aging. Allows for distribution by email or regular mail.
 


Apply Payment


Allows for applying payment from a client.
 
 


Unpaid Server Report


 


Find Server Payment


Look up information about how a server has been paid.