Invoicing & Revenue

Creating an invoice

1. Go to Accounting → Invoices
2. Click New Invoice
3. Select the customer (from your CRM)
4. Add line items with description, quantity, unit price, and revenue account
5. Set due date
6. Click Send - this posts the journal entry (Debit: Accounts Receivable, Credit: Revenue)

Recording payments

When a customer pays:

1. Open the invoice
2. Click Record Payment
3. Enter amount, payment method, and reference
4. BCT updates the invoice status and posts the payment journal entry

Recurring invoices

For regular billing (for example monthly retainers), enable the recurring option when creating an invoice. BCT auto-generates and sends invoices on schedule.