Invoices

How to create an invoice
Step 1. Navigate  Sales > Invoices. Step 2. Click on the Create Invoice button. Step 3. Fill in the required details (Customer,...
Mon, 9 Apr, 2018 at 11:56 AM
How to add attachments when creating an invoice
Step 1. When creating a new invoice click on the Manage Attachments link. Step 2. Within the pop up box click on the Upload files button to uplo...
Mon, 16 Oct, 2017 at 4:33 PM
How to show both a delivery address and an invoice address on an invoice
Step 1. Navigate to Contacts > Customers. Step 2. Click the Edit Contact link beside the appropriate customer.  Step 3. Fill ...
Mon, 16 Oct, 2017 at 4:33 PM
How to mark an invoice for delivery by hand or by post
For some customers or accounts, emailing invoices might not be appropriate. Here's how to mark an invoice to show an alternative delivery method. S...
Mon, 16 Oct, 2017 at 4:34 PM
How to bulk print sales invoices
Step 1. Navigate to Sales > Invoices.   Step 2. Click on the checkboxes to the left-hand side of the appropriate invoices that need printing...
Mon, 16 Oct, 2017 at 4:34 PM
How to bulk edit sales invoices
Use the bulk edit tool to quickly edit limited details of multiple sales invoices. Step 1. Navigate to Sales > Invoices Step 2.   C...
Tue, 6 Feb, 2018 at 11:53 AM
How to void an invoice
If an invoice is incorrect it can voided, this will remove it from the financial reports. Step 1. Navigate to Sales > Invoices Step 2. C...
Tue, 14 Nov, 2017 at 4:21 PM
How to apply a trade discount to an invoice
Step 1. Select Settings > Organisation > Toggle Features. Step 2. Click the Invoicing & Expenses tab. Step 3. Tick th...
Thu, 16 Nov, 2017 at 9:53 AM
How to delete a draft invoice
Step 1. Navigate to Sales > Invoices  Step 2. Click on the Draft tab Step 3. Open the draft invoice and click the Delete draf...
Thu, 16 Nov, 2017 at 10:00 AM
How to edit paid invoices
The only fields which can be edited on a paid invoice are project, reference, theme, description and account. Step 1. Navigate Sales > Invoices t...
Tue, 6 Feb, 2018 at 11:16 AM