Invoicing
Get paid with easy invoicing tools that put your billing on auto-pilot
Essentials
- How to create an invoice
- How to duplicate an invoice
- How to add line items to an invoice
- How to edit or delete line items on an invoice
- How to view and edit the income categories allocated to line items on an invoice
- How to change the bank details displayed on an invoice
Credit notes
Enhancements
- How to change the theme of an invoice
- How to add date variables to a recurring invoice profile
- How to edit a recurring invoice profile or an invoice in a recurring series
- How to create a recurring invoice profile based on an existing invoice
- How to set up and send a ‘Quick Send’ invoice reminder email for an overdue invoice
- How to set up a new recurring invoice profile and send recurring invoices
