Invoicing

Managing Invoicing with a Lock Date (Void, Discount, Edit)
When a lock date is set, no financial records can be created or modified on or before that Lock Date. However, you may take payments or perform allocations ...
Thu, 5 Nov, 2020 at 3:09 PM
Having Trouble Printing Invoices?
If you are having an issue printing invoices, invoices print squished or incorrectly sized, or horizontal lines are missing in your Work Order invoices, ple...
Wed, 13 Dec, 2017 at 12:43 PM
How to Fix a Paid Taxable Invoice for a Tax Exempt Contact
You can't exactly make a credit note for the tax only so you need to make a credit note WITH the tax and then create a new invoice without the tax. The ...
Mon, 10 Jul, 2023 at 11:59 AM
How a Lock Date Works
What is a Lock Date Molo has an optional Lock Date setting that can be configured to prevent transactions being posted or modified on or before a specific ...
Mon, 28 Oct, 2019 at 6:18 PM
Taking a Payment on Account
"How do I take a payment and put it on someone's account for future invoices?" "Can someone make a payment as a credit to their accoun...
Thu, 4 Dec, 2025 at 8:16 PM
How to Fix a Paid Invoice with Incorrect Tax
The proper way to correct an invoice where some item(s) have an incorrect tax rate is to create a credit note WITH the item(s) that have the incorrect tax. ...
Mon, 10 Jul, 2023 at 12:01 PM
Using the Credit Card Surcharge Feature
Please watch the following video to understand how surcharging works in Molo. Please reach out to us about enabling this feature for your location or with...
Tue, 29 Jul, 2025 at 5:49 PM
How to Manage an Invoice With a Lock Date
"Why can't I edit this invoice?" "How does a lock date affect editing invoices?" Important Information Once a lock date is set...
Mon, 1 Dec, 2025 at 10:16 PM
How to Open an Invoice
"How do I open an invoice?" Resolution Steps There are several ways to open an invoice: Point of Sale (POS) screen On the top-right co...
Mon, 1 Dec, 2025 at 10:15 PM
FAQ: How Are E-Transaction Fees Calculated?
"How are e-transaction fees calculated?" Resolution Steps E-Transaction Center Fees are separate fees for processing online payments, billed...
Wed, 10 Dec, 2025 at 10:45 AM