Everything on the money-in side lives under Sales in the sidebar.
Customers
Sales → Customers. Add a customer with their name, email and billing address. Each customer has a full history — quotes, invoices, payments and credit notes — and you can deactivate one you no longer deal with. Their email is used to send invoices and reminders.
Quotes
Sales → Quotes. Create a quote with line items (description, quantity, unit price, discount and VAT rate). Send it to the customer, and when they accept, convert it to a draft invoice in one click — no re-typing.
Invoices
Sales → Invoices. This is the core of getting paid.
1. Create an invoice: choose the customer, dates, and add line items. Each line posts to a revenue account and can carry its own VAT rate and discount. Live totals show the subtotal, VAT and total. 2. Issue it — this posts it to your books (DR Accounts Receivable / CR revenue and VAT) and lets you email or print it. 3. Record a payment when the customer pays — into a bank/cash account, allocated to one or more invoices. 4. If you make a mistake, you can void an unpaid invoice, or reverse a payment.
Invoice statuses move from draft → open → partial → paid (or void / written-off).
Recurring invoices
Sales → Recurring. Set up a template (customer, line items, frequency and next run date). 360books generates the invoice automatically on schedule — and issues it too if you choose "auto-issue". Perfect for retainers and subscriptions.
Payments
Sales → Payments. A history of every customer payment, where you can also reverse one. Overpayments become a customer credit you can apply to future invoices.
Credit notes
Sales → Credit notes. Issue a credit note against an invoice (a return or correction). You can apply it to reduce what a customer owes, or write off a bad debt — which correctly reclaims the VAT portion.
Customer statements
Reports → Customer statements. A per-customer statement of invoices and payments, ready to send.
Getting paid faster (dunning)
Turn on Settings → "Automatically email customers about overdue invoices" and 360books will chase overdue, unpaid invoices for you — a polite reminder at most once every 7 days per invoice, until it's settled.