How do I insert a line or delete a line on an invoice?
Using your mouse, right-click on one of the lines on your invoice and choose “Insert Line” or “Delete Line”. Alternatively, you can click on the “Edit” menu [...]
How do I convert a quote/estimate into an invoice?
To convert a quote/estimate into an invoice, click on the “Invoicing” menu (at the very top of the screen) and choose “Create Invoice from Quote / Estimate”.
How do I change an invoice to “Outstanding” without printing it?
An invoice status changes to “Outstanding” when it’s printed or emailed, but sometimes you may not want to do that. To make an invoice “Outstanding” – without [...]
How do I allocate a single payment to multiple invoices?
There are two ways to handle one payment for multiple invoices:- Enter the payment into the Payments Received screen in such a manner that the correct amount is allocated to each invoice and the [...]
How do I allocate an income or expense to a project?
On the “Cashbook” screen, there is a “Line Details” section at the bottom which relates to the line (transaction) that you are currently on. To allocate a payment to a [...]
How do I allocate a cashbook payment to an invoice?
On the “Cashbook” screen, there is a “Line Details” section at the very bottom which relates to the line (transaction) that you are currently on. To allocate a payment to [...]