RockifyERP Knowledge Base
Sales invoicing and receivables
15 step-by-step RockifyERP guides on sales invoicing and receivables. Choose a guide to get started.
Guides in this section
- How selling affects your booksEach step of a sale in RockifyERP has a clear effect on your accounts.
- Create and submit a sales invoiceA sales invoice in RockifyERP records what you sold and what the customer owes.
- Credit notesA credit note in RockifyERP reduces what a customer owes, for example after a return, a pricing error or a goodwill discount.
- Accounts receivableThe Accounts Receivable report in RockifyERP shows who owes you money, how much, and for how long.
- Send statements of accountRockifyERP can email customers a statement of their account on a schedule, so they always know what they owe.
- Dunning and late-payment remindersDunning in RockifyERP sends structured reminders for overdue invoices and can add late-payment interest or fees.
- Subscriptions and recurring billingSubscriptions in RockifyERP bill customers automatically on a schedule, ideal for rentals, maintenance contracts and software services.
- Why one receivable account is enoughRockifyERP tracks each customer's balance inside a single receivable account, so you don't need an account per customer.
- Allocate credit notes and paymentsWhen a customer has a credit note or an unallocated payment, RockifyERP lets you apply it to their open invoices.
- Write off bad debtsWhen a customer will clearly never pay, write the debt off in RockifyERP so your receivables are realistic.
- Invoice without an itemFor one-off charges in RockifyERP, such as consulting or a service fee, you can invoice without creating a stock item first.
- Proforma invoicesA proforma invoice is a quotation formatted as an invoice, often needed for customer approvals or import permits.
- Recurring invoices with Auto RepeatAuto Repeat makes RockifyERP copy an invoice or order on a schedule, for example monthly rent or retainers.
- Due dates and payment schedulesRockifyERP calculates each invoice's due date from its payment terms.
- Invoice roundingRockifyERP can round invoice totals to the nearest shilling or unit, and posts the difference to a round-off account.
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