Invoicing
This collection contains information about the Quotes, Work Orders, and Invoicing features.
Invoicing Life Cycle
Creating an Invoice
Billing Customers for Invoices
Editing New Invoices
Marking an Invoice as Paid
Grouping Invoices by Customer or Service Location
Adding Sales Tax to Invoices
Updating a PDF Invoice
Sending a Customer a Receipt of a Paid Invoice
Adding and Editing Standard Invoice Items
Invalid or Incorrect Credit Card Information
How Do I Update an Invoice and Resend it to the Customer?
Moving Line Items From an Existing Invoice to a New Invoice
Transferring Invoices From One Customer to Another
Merging Customer Invoices
Sending a Test Report and Invoice in the Same Email
Exporting Invoices into Excel
When Do Parent Customers Receive Emailed Invoices?
Writing Off Unpaid Invoices
Invoicing Options
Setting Up Stripe Connect (Testing Companies)
Setting Up Stripe Connect (Water Purveyors)
Past Due Invoices
Restoring a Deleted Invoice
Invoicing History