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Invoicing

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  • Invoice management (Online Dashboard)
  • Why you should use a cloud accounting package
  • How to issue an invoice by email online
  • Overview - Invoicing pages
  • How to Send an Invoice by SMS
  • InstantPost
  • How Quote Versions & Quote Options Work
  • How to use a quote acceptance?
  • How to re-order items on Quotes and Invoices
  • Can I provide customers a discount off standard pricing?
  • Show & Hide the Tax Rate in the Quotes & Invoicing tab
  • How to set Payment Terms
  • What is Awaiting Approval used for?
  • How do I reverse a payment made on a job?
  • How to change your default Invoice template
  • Setting up Invoice templates for Real Estate customers
  • How invoicing works with a non-integrated accounting package

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