From the”products” menu choose “Create product“. Add the new Product’s details:   Entering the “Product Details”: Name: Enter the product name (make sure to choose a clear and descriptive name). Description: Add a description for the product/service you are offering.  If you want to use only one field for describing your item, leave this field empty for all items and it will not be shown on the invoice. This is not a mandatory field. Unit Price: Enter the price […]

From the “Invoices” menu choose “Invoice Payment History”. On this page you will see all the payments that have been received by your clients against invoices and the method of payment. Use the Quick Search section to filter payments. You can filter by: Invoice Number. Client’s Business Name. Payment Method. Date Range. Amount Range. Statue of the payment. Invoiced of collected by (Staff member). The table of payments will list the ID, the Invoice Number, […]

To start invoicing your clients you will need to add them and you can do so following these steps: 1- From the”Clients” menu choose “Add  New Client“. 2- Add the new client’s details: Please Note only the requires fields are (Your client’s business name, client number and client’s  email address if you choose “Send Via Email” Invoicing method). Complete the “Client Details” field: Business Name Enter the client business name here. If there is no organization […]

From the “Invoices” menu choose “Create Invoice”. Anatomy of an invoice   If you have created pre-filled invoice templates or invoice layout you can choose to apply them from this option: Select a pre-filled invoice from your saved “Pre-filled Invoice Templates“, once you choose an option from the drop down menu, it applies directly to the invoice. Pre-filled invoice templates can save you lots of time if you are invoicing the same products often. (Learn […]