Quick quiz
Question 1
How do you create invoices in Case Manager?
Answer
- You can create an invoice for a case at its Account tab.
- You can create a batch of invoices for multiple cases at one time with the Invoice Batch Utility.
Question 2
An office temp took a phone message inquiring about an invoice but you only have its number, not the case or the company paying the bill. What can you do?
Answer
You can find invoices with the invoice search utility, see Finding invoices.
Question 3
What accounts receivable transactions can you create and view at a case ? What are they?
Answer
- Invoices
- Payments
- Adjustments
- Refunds
Costs provide the foundation for invoices.
Payments are allocated against invoices.
Adjustments effectively increase or decrease invoices when required
Refunds effectively decrease payments
Question 4
Why is it a good idea to journal accounting transactions?
Answer
Journalling can be used to 'freeze' the transactions and make it impossible to change them later on. This is important when they have been included in:
- GST/VAT figures submitted to taxation authorities
- accounting information transferred to your other accounting software
Next module: Workflows