Invoicing

Managing Invoicing with a Lock Date (Void, Discount, Edit)
When a lock date is set, no financial records can be created or modified on or before that Lock Date. However, you may take payments or perform allocations ...
Thu, 5 Nov, 2020 at 3:09 PM
Having Trouble Printing Invoices?
If you are having an issue printing invoices, invoices print squished or incorrectly sized, or horizontal lines are missing in your Work Order invoices, ple...
Wed, 13 Dec, 2017 at 12:43 PM
How to Fix a Paid Taxable Invoice for a Tax Exempt Contact
You can't exactly make a credit note for the tax only so you need to make a credit note WITH the tax and then create a new invoice without the tax. The ...
Mon, 10 Jul, 2023 at 11:59 AM
How a Lock Date Works
What is a Lock Date Molo has an optional Lock Date setting that can be configured to prevent transactions being posted or modified on or before a specific ...
Mon, 28 Oct, 2019 at 6:18 PM
Taking a Payment on Account
If you have a Customer that wants to come in and make a payment for multiple invoices with one payment or pay an invoice that is dated in the future an Invo...
Fri, 5 May, 2023 at 2:17 PM
How to Fix a Paid Invoice with Incorrect Tax
The proper way to correct an invoice where some item(s) have an incorrect tax rate is to create a credit note WITH the item(s) that have the incorrect tax. ...
Mon, 10 Jul, 2023 at 12:01 PM
Using the Credit Card Surcharge Feature
Please watch the following video to understand how surcharging works in Molo. Please reach out to us about enabling this feature for your location or with...
Fri, 11 Oct, 2024 at 3:20 PM