Financial Management | Uphance Help Center

Financial Management

Manage your Finances within Uphance

7 articles in this collection
Written by Brenda Beckham

Invoicing & Terms

Invoicing & Payment Terms

Customize your Invoices and choose your invoice strategies

Written by Brenda Beckham
Updated over a week ago

Payment Terms & Discounts

Managing Payment Terms & Discounts for Invoices and Sales

Written by Brenda Beckham
Updated over a week ago

Pro-forma invoices

Create a pro-forma invoice to detail the content and terms for a sale

Written by Brenda Beckham
Updated over a week ago

Shipping Charges

Add shipping charges to Sales Orders and Invoices

Written by Brenda Beckham
Updated over a week ago

Managing Customer Payments

Payments - Adding Payments

Create and manage your customer's payments

Written by Brenda Beckham
Updated over a week ago

Payments - Over-payments

Learn how to manage Over-payments

Written by Brenda Beckham
Updated over a week ago

Credit notes

Learn how to use Credit notes to reduce the amount owed to you by a customer

Written by Brenda Beckham
Updated over a week ago