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 this week

Paid Invoice

Mark an Invoice as paid.
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Written by Gabrielle P
Updated this week

Change Invoice Date Due to Invoice Date

To change Invoice Date label from Due Date, go to the Settings Document appearance section and edit the Invoice Date field label.
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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.
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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, got to the “My Jobs” window and click on the “Invoices Due” filter.
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Written by Gabrielle P
Updated over a week ago

Delete Payment Received

To delete a payment received in the invoice, click on the payment which expands. In the bottom right corner of the box is the delete button.
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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, go to the hamburger menu and click on Receive Payment.
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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.
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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
Updated over a week ago

Transfer to Invoice

Transfer to invoice vs Overwrite invoice.
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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.
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Written by Gabrielle P
Updated over a week ago

Create Agent Invoice

First make an Agent personality. When you want to create an Agent's Invoice, find it inside the job will working in another personality.
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Written by Gabrielle P
Updated over a week ago