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 (at the very top of the screen) and choose either “Insert Line” or “Delete Line”.
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 printing/emailing it – first do a print preview of the invoice, then click on the “File” menu (top left of the screen) and choose “Print”.
How do I allocate a single payment to multiple invoices?
There are two ways to handle one payment for multiple invoices:-
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.
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.
How do I send an invoice or quote as a PDF?
In Version 6 (or newer), you can email a customer with the invoice attached as a PDF. Here’s how:-
How do I email my invoices?
To email an invoice to a customer, open the invoice you want to send and click the “Email” button on the invoice toolbar. It should be sent instantly.