Ambrook

Managing Contacts in Ambrook

Creating Pre-Set Items

Matching a Payment

An overview of recorded payments and how to clear them on Ambrook

Recording & Clearing Expected Payments

Understand expected payment timelines for invoices, bills and more

Payment Timelines in Ambrook

Understand when to create a bill, record a check, or tag a transaction.

When should I create a bill?

Manage purchases you pay for in advance (prepaid expenses) for correct cash and accrual accounting in Ambrook

How to Handle Prepaid Expenses in Ambrook

How to track Accounts Receivable (AR) and Accounts Payable (AP) in Ambrook

Using the Contact Center

Paige Wyler

Katie Ellig

Sherry Feng

Bills & Invoices

Creating a Bill

Paying Bills on Ambrook

Ambrook Pay enables fast (1-2 hours), free business payments between Ambrook accounts.

Paying Bills with Ambrook Pay

How to manage your bill workflows Ambrook

Creating Bills from Emails with Bill Forwarding

Let your vendors know when you pay a bill.

Sending Payment Confirmations to Vendors

How to set up check printing on Ambrook

Ashritha Karuturi

Mira Grinsfelder

Paying Bills

How to use Ambrook's invoicing features to support your needs.

Creating and Sending Invoices

Set up automated reminders for customers overdue on payments

How do I send automatic invoice reminders?

Matching Payments to Invoices

Add your logo, set default payment terms, and personalize your invoice details to match your operation.

Customizing Your Invoices

How to set up and apply taxes, discounts, and fees to your invoices.

Using Taxes, Discounts, and Fees

Creating, sending, and recording invoice payments

Invoices

Use credit memos to account different invoicing situations including breakage, overpayments, or general discounts.

Issuing Credit Memos

Applying Credit Memos

Customer Overpayments and Prepayments

Dan Schlosser

Credit Memos

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