Visual Dolphin Accounting Software Tutorial New! (2025)

If you pay a deposit before receiving an invoice, register it as a "Payment in Advance." Later, use the Advance Allocation tool to match these funds against the final invoice. 3. Managing Accounts Receivable (AR)

Add suppliers to the central Address Book . This prevents redundant data by allowing a single contact to be both a supplier and a client. visual dolphin accounting software tutorial

The General Ledger (GL) is the "brain" of the system, consolidating data from all other modules. If you pay a deposit before receiving an

Establish credit limits for each customer. The system will alert you during sales order entry if a client exceeds their limit. or partially settle.

Use the Payment Preparation function to review all outstanding invoices. You can select specific payments to hold, release, or partially settle.