Financials | The DesignFiles' Help Center

The DesignFiles' Help Center

All CollectionsQuotes, Invoices, Purchase Orders, & Financials

Financials

Financials

Financials Overview

Syncing Invoices with QuickBooks

Creating Purchase Orders from Invoices

Preview Client Invoice

Editing Invoices in the Financials Menu

Download Invoice (PDF)

Changing Invoice Status

Deleting Invoices

How to Record a Refund