Who should read this: FBO managers, accounting staff, and billing coordinators.Prerequisites: The FBO module must be enabled. At least one customer account should exist for invoicing.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
not see the FBO section in the sidebar.
Create an Invoice
For the full list of invoice statuses and their transitions, see FBO
Statuses.
Track overdue invoices
If you want to find unpaid invoices past their due date, filter the Invoices list by Overdue status.Add a Rate Code
Create a Contract
For detailed contract management including billing frequencies, auto-renewal, and lifecycle
handling, see Manage FBO Contracts.
Review Transactions
Navigate to FBO > Transactions to see all financial activity. If you need to correct a balance or account, create a manual adjustment transaction.For transaction types, statuses, and payment method definitions, see FBO
Statuses.
Add a Customer Account
Related
FBO Point of Sale Reference
Complete field reference for orders, products, rate codes, and transactions.
FBO Statuses
Invoice statuses, contract statuses, and transaction statuses.
Use the FBO Point of Sale
Process orders, manage products, and operate tills.
Manage FBO Bookings
Create and manage bookings that generate billing activity.