Invoicing
This collection contains information about the Quotes, Work Orders, and Invoicing features.
By Angela1 author31 articles
- Invoicing Life Cycle
- Creating an Invoice
- Billing Customers for Invoices
- Customer Can't Pay Invoice on iPhone Using the Safari Browser
- 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