Invoicing

Essentials

• How to mark an invoice as paid
• Recording income; must I create invoices?
• Write off an unpaid invoice
• Invoice numbering
• How to add time to an invoice line item

Creating an invoice

• Create a new invoice
• How to add line items to an invoice
• Add default text to an invoice or estimate

Editing an invoice

• Correct a paid invoice

Styling an invoice

• Theme Gallery
• Invoice templates: Creating a custom invoice theme with CSS
• Creating a custom invoice theme using DevKit

Invoice email templates

• Send an invoice to a contact
• Automatic emails for new invoices
• How to set up and send automatic reminder emails before an invoice is due
• Automatic thank you emails
• Style your Invoice and Estimate emails

Recurring invoices

• Recurring invoice profiles

Foreign invoices

• Multi-currency invoicing
• How do I create an invoice in a foreign language?

Credit notes

• How to create a credit note from an invoice
• How to create a credit note from scratch
• How to match a credit note to an invoice
• How to manually match a credit note to an invoice