Invoices and Quotes

Invoicing, Quotes and Estimates

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12 articles in this collection
Written by Michael Porteous

How to Create/Convert an Estimate, Quote or Invoice

Learn how to create estimates, quotes and invoices via the web portal and the app.
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Written by Michael Porteous
Updated over a week ago

How to Convert a Quote to an Invoice on the App

How to convert a Quote to an Invoice.
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Written by Michael Porteous
Updated over a week ago

How to use New Line Templates on Invoices and Quotes

Create templates for frequently used line items or adjust their VAT rate, speeding you up!
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Written by Michael Porteous
Updated over a week ago

How to Add or Remove a Payment for an Invoice

Track paid and unpaid invoices and log the payment method that was used.
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Written by Michael Porteous
Updated over a week ago

How to Send Records and Invoices in One Email

You can send multiple records in a single email, if you issue the invoice last.
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Written by Michael Porteous
Updated over a week ago

Invoice Payment Terms and Invoice, Quote and Certificate Numbering

Add your terms to the bottom of invoices, and set your numbering convention.
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Written by Michael Porteous
Updated over a week ago

Export Outstanding Invoices for a Single Customer

How to export any outstanding invoices for a specific customer.
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Written by Michael Porteous
Updated over a week ago

How Quote/Invoice Reminder Templates Work

How to find and edit your quote/invoice reminder templates.
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Written by Michael Porteous
Updated over a week ago

How to Hide all Quote and Invoice Features

Remove the ability for a user to access invoice functions
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Written by Michael Porteous
Updated over a week ago

How to Edit or Delete an Invoice

Editing an issued record can only be done through the website
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Written by Michael Porteous
Updated over a week ago

How to Export Invoice Data

How to export your invoice data.
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Written by Michael Porteous
Updated over a week ago

Where is the VAT option for Invoices?

Enabling VAT to keep your taxes correct
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Written by Michael Porteous
Updated over a week ago