Create Invoice: How do I create a new invoice?

Create Invoice(s) with this straightforward process: a. Create a client b. Create an invoice Create a client 1. Go to Clients tab 2. Click “New Client” 3. Fill in the form (email address is the only required field) 4. Click “Save” Create an Invoice 1. Go to “Invoices”tab 2. Click “New Invoice” 3. Select your

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Create Purchase Order: How do I create a new purchase order?

Create Purchase Order(s) with this straightforward process: a. Create a vendor b. Create a purchase order Create a vendor 1. Go to Contacts tab 2. Click “New Vendor” 3. Fill in the form (email address is the only required field) 4. Click “Save”   Create a Purchase Order 1. Go to “Purchase Orders”tab 2. Click “New Purchase

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How do I convert estimate to invoice or invoice to estimate?

To convert estimate to invoice or invoice to estimate, follow these steps: 1. Go to “Estimates”tab 2. Find the estimates you wish to convert to invoices 3. Select estimate by checking the appropriate boxes 4. Click “Convert to Invoice” 5. Go to “Invoices”tab. You should be able to view your new invoices.

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How do I integrate payment with PayPal Invoicing?

Integrating our invoicing system with PayPal invoicing is simple: Online Payment Setup 1. Go to “Settings” tab 2. Click on “Online Payment” Type in your PayPal email address: Click the “Save”button.   How does it work? 1. Create a new invoice 2. Email your invoice Your customer will receive an e-mail with a link to

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High Decimal Precision Invoicing

Some customers may need a higher decimal precision in either unit price or tax fields. While industry standard commonly stands at 2-digit precision, when working with very low cost unit prices (i.e.: mobile airtime rates) you may want to increase your decimal precision to 3 digits or even higher. Follow the steps below to increase

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How do I change my invoice date format?

To change your date format please go to: Settings >  Logo & Defaults In the “Date Format” drop down select your preferred option. The following options are currently available: 1. MM/dd/yy 2. MM/dd/yyyy 3. dd/MM/yy 4. dd/MM/yyyy 5. yy-MM-dd 6. yyyy-MM-dd Click the “Save Settings” button to save your changes.

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How do I enter invoice payments?

Entering a payment is simple: a. Find your invoice b. Enter partial or full payment   Find Your Invoice 1. Go to “Invoices”tab 2. Click on the “Find”button   3. Click the “Pay”link where you need to make the invoice payment   Enter Partial or Full Payment 1. Fill in your payment details:   2.

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How do I get notified when my client views my invoice?

To get notified when your client receives and opens the sent invoice, please follow these steps: 1. To mail your invoices go to “Invoices” tab. 2. Select the invoice you wish to send via e-mail and click “Send”. 3. “Mail Your Document” window will display the information being sent to your client. 4. Check the

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