Invoice

The settings you can modify for the final invoice.

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12 articles in this collection
Written by Gabrielle P

Late Fee

Adding a late fee to your document.
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Written by Gabrielle P
Updated over a week ago

Paid Invoice

Mark an Invoice as paid.
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Written by Gabrielle P
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Change Invoice Date Due to Invoice Date

To change Invoice Date label from Due Date.
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Written by Gabrielle P
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Change Invoice Number

To modify or create an invoice number, click on the “Invoice Number” label in the Invoice window.
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Written by Gabrielle P
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See a List of Invoices Due

To quickly see a list of invoices that are due or have an outstanding balance.
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Written by Gabrielle P
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Delete Payment Received

To delete a payment received line item in the invoice.
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Written by Gabrielle P
Updated over a week ago

Payment Received Feature

To deduct an advance or any payment that you received on a job in the invoice stage.
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Written by Gabrielle P
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Clear an Invoice

If you accidentally send a job into the Invoice stage and want to remove the job from your AR report, you can clear an invoice.
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Written by Gabrielle P
Updated over a week ago

I Would Like to Put an Invoice Due Date

To indicate a grace period or invoice date, please do so in your Invoice Terms section.
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Written by Gabrielle P
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Transfer to Invoice

Transfer to invoice vs Overwrite invoice.
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Written by Gabrielle P
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Bad Debt Balance

If you will not be receiving an owed balance on a job and wish to remove it from your past due invoices list.
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Written by Gabrielle P
Updated over a week ago

Create Agent Invoice

Make an Agent personality and then create an Agent's Invoice while working in another personality.
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Written by Gabrielle P
Updated over a week ago