Invoicing

Invoicing Life Cycle

How quotes, work orders, and invoices are related

Written by Angela
Updated over a week ago

Creating an Invoice

How to create a new invoice

Written by Brock Sheehan
Updated over a week ago

Billing Customers for Invoices

Written by Brock Sheehan
Updated over a week ago

Editing New Invoices

Written by Brock Sheehan
Updated over a week ago

Marking an Invoice as Paid

How to mark an invoice as paid with or without payment information

Written by Angela
Updated over a week ago

Grouping Invoices by Customer or Service Location

Written by Angela
Updated over a week ago

Adding Sales Tax to Invoices

How to add sales tax and a tax rate to your invoices

Written by Brock Sheehan
Updated over a week ago

Updating a PDF Invoice

What changes in Syncta cause a PDF invoice to update

Written by Angela
Updated over a week ago

Sending a Customer a Receipt of a Paid Invoice

Written by Angela
Updated over a week ago

Adding and Editing Standard Invoice Items

Set up standard invoice items to make invoicing faster

Written by Brock Sheehan
Updated over a week ago

Invalid or Incorrect Credit Card Information

Resolve credit card errors when saving cards to customers accounts

Written by Brock Sheehan
Updated over a week ago

How Do I Update an Invoice and Resend it to the Customer?

Make corrections to an invoice that's already been sent to the customer

Written by Angela
Updated over a week ago

Moving Line Items From an Existing Invoice to a New Invoice

Written by Brock Sheehan
Updated over a week ago

Transferring Invoices From One Customer to Another

Written by Angela
Updated over a week ago

Merging Customer Invoices

How to merge multiple unpaid invoices

Written by Angela
Updated over a week ago

Sending a Test Report and Invoice in the Same Email

How to attach a test report or another form to an invoice so both are emailed together

Written by Brock Sheehan
Updated over a week ago

Exporting Invoices into Excel

Written by Angela
Updated over a week ago

When Do Parent Customers Receive Emailed Invoices?

Written by Brock Sheehan
Updated over a week ago

Writing Off Unpaid Invoices

Write off unpaid invoices to reconcile your accounts receivable

Written by Brock Sheehan
Updated over a week ago

Invoicing Options

Additional information about what default options can be set for invoices

Written by Brock Sheehan
Updated over a week ago

Setting Up Stripe Connect (Testing Companies)

How to receive payments from your customers

Written by Brock Sheehan
Updated over a week ago

Setting Up Stripe Connect (Water Purveyors)

How water purveyors can receive payments from external users of their submission portal

Written by Angela
Updated over a week ago

Past Due Invoices

Steps to review and notify customers of overdue invoices

Written by Brock Sheehan
Updated over a week ago

Restoring a Deleted Invoice

Written by Brock Sheehan
Updated over a week ago

Invoicing History

Written by Brock Sheehan
Updated over a week ago

Quotes

How to create, view, edit and delete quotes

Written by Angela
Updated over a week ago

Creating a Quote Based on One or More Assembly

Written by Angela
Updated over a week ago

Approving a Quote

Written by Angela
Updated over a week ago

Work Orders

How to turn a work order into an invoice, revert it to a quote, and edit or delete it

Written by Angela
Updated over a week ago

Merging Customer Quotes or Work Orders

How to merge multiple quotes or work orders

Written by Angela
Updated over a week ago