Britixo CRM Invoices, Payments & Credit Notes | Complete Module Walkthrough

Learn invoicing in Britixo CRM with real clicks through drafts, recurring settings, receipts, credit notes, refunds, batch payments, merging, reminders, files, saved filters and exports. Use the chapters to revisit each workflow. MODULE HELP CENTRE https://britixo.com/help-centre/category/invoices-payments/ FEATURE GUIDES https://britixo.com/help-centre/create-an-invoice/ https://britixo.com/help-centre/edit-a-draft-invoice/ https://britixo.com/help-centre/send-an-invoice-to-a-customer/ https://britixo.com/help-centre/create-and-edit-a-recurring-invoice/ https://britixo.com/help-centre/understand-recurring-invoice-generation/ https://britixo.com/help-centre/record-an-invoice-payment/ https://britixo.com/help-centre/record-a-batch-payment/ https://britixo.com/help-centre/manage-payment-records-and-receipts/ https://britixo.com/help-centre/send-overdue-invoice-notices/ https://britixo.com/help-centre/pause-and-resume-overdue-reminders/ https://britixo.com/help-centre/create-a-credit-note/ https://britixo.com/help-centre/create-a-credit-note-from-an-invoice/ https://britixo.com/help-centre/apply-credit-to-an-invoice/ https://britixo.com/help-centre/record-and-manage-a-credit-note-refund/ https://britixo.com/help-centre/export-invoices-and-sales-pdfs/ CHAPTERS 00:00 Module overview 00:42 Customer, dates & payment settings 01:25 Items, terms & draft creation 02:32 Edit and reopen a draft 03:41 Manage recurring settings 04:58 Mark as sent without emailing 05:21 Invoice PDF 05:42 Email preview & private setup 06:28 Record a partial payment 07:28 Find the saved receipt 07:51 Edit & reopen a receipt 08:39 Receipt PDF 08:58 Prepare a credit note 09:46 Credit adjustment line & notes 10:30 Save & verify a credit note 10:51 Allocate credit to an invoice 11:27 Check credit, balance & receipt 12:16 Credit note PDF 12:40 Prepare an unused credit 14:33 Record a training refund 15:42 Edit & reopen a refund 16:19 Remove an erroneous refund 16:52 Copy an invoice 17:14 Review copied items & discount 18:20 Prepare first batch invoice 18:43 Copy second batch invoice 19:33 Prepare second batch invoice 19:57 Enter two batch payments 21:09 Save both batch payments 21:19 Check receipts & balances 22:04 Resume overdue reminders 22:22 Pause overdue reminders 22:48 Credit from invoice: warning 23:07 Credit from invoice: confirm 23:31 Check allocation & receipts 24:32 Create an invoice reminder 25:23 Create an internal note 26:04 Edit the reminder 26:47 Remove the reminder 27:09 Edit the internal note 27:48 Remove the internal note 28:10 Attach supporting information 28:49 Open & verify the attachment 29:01 File visibility & removal 29:43 Customer-facing invoice preview 30:05 Customer invoice & transactions 30:54 Customer invoice & receipt PDFs 32:04 Apply credit from the invoice 32:24 Verify allocations & balance 33:11 Void an unused credit 33:31 Reopen a voided credit 33:52 Delete an unused credit 34:12 Correct a payment record 34:59 Prepare the merge target 36:08 Prepare the merge source 37:18 Merge drafts & retain the source 37:42 Verify merged lines & source 38:04 Cancel a training invoice 38:26 Restore a cancelled invoice 38:49 Billing & shipping details 39:12 Quantity, units, tags & adjustment 40:26 Delete an eligible draft 40:38 Check retained invoices & balances 41:20 Save a private status filter 42:00 Reuse, clear & search the list 42:45 Export the invoice list CSV 43:06 Recurring-invoice register 43:29 Bulk PDFs: period & document tag 43:57 e-Invoice template requirements 44:26 Linked payments, credit & history 45:10 Summary & next steps Fictional training data. Email delivery, scheduled processing and electronic invoice templates require authorised setup. Bulk PDF settings are reviewed without generating an archive. #Britixo #BritixoCRM #InvoiceManagement #CRMSoftware #CreditNotes #PaymentTracking #BusinessSoftware