The Bills screen shows all bills from the contact and any payments you have made to the contact.

The ledger can be filtered using the Filter field in the bottom left. By default you will only see items from the last 1 year, but you can select a different filter to view older items when needed.

The footer of the ledger contains the total Balance for the items displayed in the ledger (based on the filter selected). Below the ledger is the total Balance for the contact, including all items regardless of the filter applied.

Bill Entry

To enter a new bill from the contact, click the New Bill button. 

Note that when you are saving a bill you must select whether it is complete or not. An incomplete bill does not affect the total balance. An incomplete bill will appear as a green row on the ledger.

Payment Entry

To make a payment on an outstanding bill, simply select the bill and click the New Payment button.

You can select multiple bills by holding the CTRL key and clicking on more than one bill. When you have applied a payment to a bill the remaining balance will be shown on the ledger.

Adjustments

If you need to make an adjustment to a bill or a payment because of an entry mistake, a failed payment or any other reason, simply select the item you need to adjust and click the New Adjustment button.   Depending on the item type you have selected, you will be taken to the Payment Adjustment or Bill Adjustment window where you can make the appropriate adjustments.