Recurring Invoices

How to Create/Manage Recurring Invoices - To Create an Invoice, click on ‘+’ . - Fill in all the details and to make it Recurring, select ‘Recurring’ using toggle bar as shown - Please Note in order to make Invoice Recurring for Lifetime, Leave ‘Ends On’ Field Blank.

Invoice payments

How to Record/Manage Invoice Payments: - Once you click on Invoice, you can find the payment section on the right side of the page. - To Record a Payment click on ‘+’. Fill in all the details and click ‘Save’. - The Payment gets added successfully. - Partial Payments reflect Status as Partial on the Invoice Page. - Once the Payment is done entirely, Status is changed to Paid and you can view the details of your down paymentsas shown below:

Invoice Creation

How to create/manage Invoices: - You can find Invoices on the left side of the page. - Alternatively, you can also find it under Finance. - To Create an Invoice, click ‘+’ as shown - Fill in all the details and then click ‘Save’ - To Update the Invoice, please see below: - You can send, download and print as shown below. - You can delete an Invoice using Delete option. - You can Mark an Invoice as Draft or Cancelled. - You can Filter your Invoices by Status and Customer as s...

Proposal

How to create/manage Proposals: - You can find Proposals on the left side of the page. - Alternatively, you can also find it under Finance. - To Create a proposal, click on the ‘+’ sign. - Fill in all the details and click on Save. - You can Mark a Proposal as Draft, Sent, Open ,Revised, Declined or Accepted as follows: - To Update or Edit the Proposal click on Edit and then Save. - You can Convert the Proposal into Invoice as follows: - You can Send, Download and Print the Pr...