Income, Invoices, Bills, and Expenses

Learn how to track your income, invoices, expenses and bills.

12 articles in this collection
Written by Nikki Layton

Void an Unpaid Invoice or Bill

Learn how to correctly void an unpaid invoice or bill without impacting prior reporting periods.
Written by Nikki Layton
Updated over a week ago

Data Entry for Bounced Checks

Learn how to handle a customer’s payment check that has bounced.
Written by Nikki Layton
Updated over a week ago

Payments FAQs

The following are some common questions asked when setting up and using the Payments feature in Kashoo to accept credit card payments.
Written by Nikki Layton
Updated over a week ago

How to Handle Bad Debt

Learn how to write-off an invoice as bad debt.
Written by Nikki Layton
Updated over a week ago

Recording a Deposit or Credit on a Bill

Learn how to enter a deposit paid to a supplier or a credit that you've received from a Supplier.
Written by Nikki Layton
Updated over a week ago

How to Handle Merchant Transaction Fees

Learn how to handle fees from merchant services providers whom you use to process credit and debit card transactions.
Written by Nikki Layton
Updated over a week ago

Repeating / Recurring Transactions

Learn how to create repeating / recurring Income, Expense, Transfer, and Adjustment transactions.
Written by Nikki Layton
Updated over a week ago

Creating Invoices and Entering Payments

Learn how to create invoices, send them out, edit them, and enter payments.
Written by Nikki Layton
Updated over a week ago

Recording a Deposit or Credit, or Applying a Discount on an Invoice

Learn about the different ways to handle client deposits, overpayments, credits and discounts.
Written by Nikki Layton
Updated over a week ago

Entering Bills and Bill Payments

Learn how to enter bills and bill payments.
Written by Nikki Layton
Updated over a week ago

Recording Reimbursable Expenses

Learn the two different ways you can record reimbursable expenses in Kashoo.
Written by Nikki Layton
Updated over a week ago

Entering Refunds

Learn what to do when you need to give a refund to one of your customers or enter a refund for something you have purchased.
Written by Nikki Layton
Updated over a week ago