Invoicing

This collection contains information about the Quotes, Work Orders, and Invoicing features.

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24 articles in this collection
Written by Brock Sheehan and Angela

Creating an Invoice

How to create a new invoice
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Written by Brock Sheehan
Updated over a week ago

Billing Customers for Invoices

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Written by Brock Sheehan
Updated over a week ago

Grouping Invoices by Customer or Service Location

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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
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Written by Brock Sheehan
Updated over a week ago

Sending a Customer a Copy of a Paid Invoice

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Written by Angela
Updated over a week ago

Invoicing Life Cycle

How quotes, work orders, and invoices are related
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Written by Angela
Updated over a week ago

Quotes

How to create, view, edit and delete quotes
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Written by Angela
Updated over a week ago

Creating a Quote Based on One or More Assembly

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Written by Angela
Updated over a week ago

Approving a Quote

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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
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Written by Angela
Updated over a week ago

Invalid or Incorrect Credit Card Information

Resolve credit card errors when saving cards to customers accounts
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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
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Written by Angela
Updated over a week ago

Moving Line Items From an Existing Invoice to a New Invoice

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Written by Brock Sheehan
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
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Written by Brock Sheehan
Updated over a week ago

Exporting Invoices into Excel

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Written by Angela
Updated over a week ago

When Do Parent Customers Receive Emailed Invoices?

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Written by Brock Sheehan
Updated over a week ago

Writing Off Unpaid Invoices

Write off unpaid invoices to reconcile your accounts receivable
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Written by Brock Sheehan
Updated over a week ago

Invoicing Options

Additional information about what default options can be set for invoices
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Written by Brock Sheehan
Updated over a week ago

Setting Up Stripe Connect

How to receive payments from your customers
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Written by Brock Sheehan
Updated over a week ago

Editing New Invoices

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Written by Brock Sheehan
Updated over a week ago

Adding and Editing Standard Invoice Items

Set up standard invoice items to make invoicing faster
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Written by Brock Sheehan
Updated over a week ago

Past Due Invoices

Steps to review and notify customers of overdue invoices
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Written by Brock Sheehan
Updated over a week ago

Restoring a Deleted Invoice

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Written by Brock Sheehan
Updated over a week ago

Invoicing History

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Written by Brock Sheehan
Updated over a week ago