Invoicing

Invoicing Life Cycle

How quotes, work orders, and invoices are related

Written by Angela
Updated this week

Creating an Invoice

How to create a new invoice

Written by Brock Sheehan
Updated this week

Billing Customers for Invoices

Written by Brock Sheehan
Updated this week

Editing New Invoices

Written by Brock Sheehan
Updated this week

Marking an Invoice as Paid

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

Written by Angela
Updated this week

Grouping Invoices by Customer or Service Location

Written by Angela
Updated this week

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 this week

Adding and Editing Standard Invoice Items

Set up standard invoice items to make invoicing faster

Written by Brock Sheehan
Updated this week

Invalid or Incorrect Credit Card Information

Resolve credit card errors when saving cards to customers accounts

Written by Brock Sheehan
Updated this week

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 this week

Moving Line Items From an Existing Invoice to a New Invoice

Written by Brock Sheehan
Updated this week

Transferring Invoices From One Customer to Another

Written by Angela
Updated this week

Merging Customer Invoices

How to merge multiple unpaid invoices

Written by Angela
Updated this week

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 this week

Exporting Invoices into Excel

Written by Angela
Updated this week

When Do Parent Customers Receive Emailed Invoices?

Written by Brock Sheehan
Updated this week

Writing Off Unpaid Invoices

Write off unpaid invoices to reconcile your accounts receivable

Written by Brock Sheehan
Updated this week

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 this week

Past Due Invoices

Steps to review and notify customers of overdue invoices

Written by Brock Sheehan
Updated this week

Restoring a Deleted Invoice

Written by Brock Sheehan
Updated this week

Invoicing History

Written by Brock Sheehan
Updated this week

Quotes

How to create, view, edit and delete quotes

Written by Angela
Updated this week

Creating a Quote Based on One or More Assembly

Written by Angela
Updated this week

Approving a Quote

Written by Angela
Updated this week

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 this week

Merging Customer Quotes or Work Orders

How to merge multiple quotes or work orders

Written by Angela
Updated over a week ago