Hello- I am attempting to help an established business that is expanding. She receives payment only online CC or PayPal. She does an invoice for some of her charges, but others are paid to her without an invoice. (Automatic payments made online for anticipated services) It is important for her expansion that all payments paid by a customer show up in their customer account section. What would be the proper process? When she gets an email that someone has made a payment should she record the payment at that point? Right now, she just downloads her bank statements and then just categorizes them. Could she create a sales receipt at this point? She does not create any sales receipts for these non-invoiced services currently, so anything that is not invoiced does not show up in the customer account section.
Thank in advance! I am not an accountant and my brain hurts!!