Invoicing

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

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30 articles in this collection
Written by Brock Sheehan and Angela

Invoicing Life Cycle

How quotes, work orders, and invoices are related
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Written by Angela
Updated this week

Creating an Invoice

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

Billing Customers for Invoices

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Written by Brock Sheehan
Updated this week

Editing New Invoices

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Written by Brock Sheehan
Updated this week

Marking an Invoice as Paid

How to mark an invoice as paid with or without payment information
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Written by Angela
Updated this week

Grouping Invoices by Customer or Service Location

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Written by Angela
Updated this week

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

Updating a PDF Invoice

What changes in Syncta cause a PDF invoice to update
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Written by Angela
Updated over a week ago

Sending a Customer a Receipt of a Paid Invoice

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Written by Angela
Updated this week

Adding and Editing Standard Invoice Items

Set up standard invoice items to make invoicing faster
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Written by Brock Sheehan
Updated this week

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 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
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Written by Angela
Updated this week

Moving Line Items From an Existing Invoice to a New Invoice

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Written by Brock Sheehan
Updated this week

Transferring Invoices From One Customer to Another

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Written by Angela
Updated this week

Merging Customer Invoices

How to merge multiple unpaid invoices
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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
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Written by Brock Sheehan
Updated this week

Exporting Invoices into Excel

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Written by Angela
Updated this week

When Do Parent Customers Receive Emailed Invoices?

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Written by Brock Sheehan
Updated this week

Writing Off Unpaid Invoices

Write off unpaid invoices to reconcile your accounts receivable
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Written by Brock Sheehan
Updated this week

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 (Testing Companies)

How to receive payments from your customers
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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
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Written by Angela
Updated this week

Past Due Invoices

Steps to review and notify customers of overdue invoices
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Written by Brock Sheehan
Updated this week

Restoring a Deleted Invoice

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Written by Brock Sheehan
Updated this week

Invoicing History

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Written by Brock Sheehan
Updated this week