Invoices

Here are some of the questions that can be answered by a Cardbox database of this kind:

• Have we dealt with these people before? What is their payment history?
• When was invoice 99999 issued? What was it for? Has it been paid?
• Which invoices were issued last February?
• Which invoices have not been paid for over 30 days?
• What is our total turnover in the last VAT quarter?
• How much of our revenue has been paid by cheque and how much by credit card? Of the credit card revenue, how much was paid directly and how much through our web site?

You can set up macros that will open the text of an invoice by clicking on a button next to the record; and you can perform processes including the checking of bank statements either manually or by running a suitable macro.

Finally, you can export the data from Cardbox and produce a report suitable for passing to your accountants.