ANSWER ID:36141

How do I select a session date?

This process will enable you to change the default date of any new invoice, credit note or receipt that is created.

1. Open BankLink InvoicePlus and select the Customers tab.
   
2. Highlight and select a customer.
   
3. Select the Session Date option located on the left of your screen.
   
4. Select the calendar date you would like to have displayed as the default date for all new invoices.

How do I enter an outstanding balance for a customer?

1. Press the Invoices tab. 
   
2. Select Add a new invoice, located on the left of the screen. 
   
3. Enter in the details that are to appear on the invoice. 
   
4. Select Save.
   

How do I issue a credit note for customers with an account balance?

1. Select the Credit Notes tab. 
   
2. Select to Add a new credit note, located on the left of your screen. 
   
3. Enter the details that are to appear on the credit note. 
   
4. Press Save.

PRODUCT: BankLink Invoice Plus