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Invoicing
Invoicing
This collection contains information about the Quotes, Work Orders, and Invoicing features.
30 articles in this collection
Written by
Angela
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
Angela
Updated over a week ago
Billing Customers for Invoices
Written by
Angela
Updated over a week ago
Editing New Invoices
Written by
Angela
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
Angela
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
Angela
Updated over a week ago
Invalid or Incorrect Credit Card Information
Resolve credit card errors when saving cards to customers accounts
Written by
Angela
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
Angela
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
Angela
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
Angela
Updated over a week ago
Writing Off Unpaid Invoices
Write off unpaid invoices to reconcile your accounts receivable
Written by
Angela
Updated over a week ago
Invoicing Options
Additional information about what default options can be set for invoices
Written by
Angela
Updated over a week ago
Setting Up Stripe Connect (Testing Companies)
How to receive payments from your customers
Written by
Angela
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
Angela
Updated over a week ago
Restoring a Deleted Invoice
Written by
Angela
Updated over a week ago
Invoicing History
Written by
Angela
Updated over a week ago
Quotes and Work Orders
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