Invoice
The settings you can modify for the final invoice.
13 articles
Written by Gabrielle P
Late Fee
Adding a late fee to your document.Written by Gabrielle P. Updated over a week ago
Marking an Advance as "Requested, Not Yet Received."
Use this feature to send out the final invoice, when the advance has not yet been paid, but needs to be deducted from the invoice total .Written by Gabrielle P. Updated over a week ago
Paid Invoice
Mark an Invoice as paid.Written by Gabrielle P. Updated over a week ago
Change Invoice Date Due to Invoice Date
To change Invoice Date label from Due Date.Written by Gabrielle P. Updated over a week ago
Change Invoice Number
To modify or create an invoice number, click on the “Invoice Number” label in the Invoice window.Written by Gabrielle P. Updated over a week ago
See a List of Invoices Due
To quickly see a list of invoices that are due or have an outstanding balance.Written by Gabrielle P. Updated over a week ago
Delete Payment Received
To delete a payment received line item in the invoice.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.Written by Gabrielle P. Updated over a week ago
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.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.Written by Gabrielle P. Updated over a week ago
Transfer to Invoice
Transfer to invoice vs Overwrite invoice.Written by Gabrielle P. Updated over a week ago
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.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.Written by Gabrielle P. Updated over a week ago