Access Free Invoicing Software Billing/shipping address can be changed in these modules by, Navigating to the module and select the estimate/invoice already created. You can also create a new estimate/invoice and change the billing/shipping address after entering the...
You can issue a refund for returned goods by: Directly initiating a refund for an Invoice; or Creating a Credit Note. Directly initiating a refund for an Invoice Whenever your customer returns your goods, you don’t necessarily have to create a Credit Note and apply it...
Access Free Invoicing Software Steps To check Estimate/invoice To check if your customer has viewed the estimate/invoice you sent, you need to have client portal enabled for your customer. Once your client views the estimate/invoice, an ‘eye’ icon will be shown...
Access Free Invoicing Software Access Free Invoicing Software To automatically convert accepted estimates to invoices, Navigate to Settings > Preferences > Estimates Under the Automatically convert accepted Estimate to Invoice, Check Yes, Save as Draft –...
A closed credit note implies that the amount due to the customer has been paid, either through a direct refund or by applying the credits to an invoice. To delete this credit note, you need to first cancel this payment. To do this, Go to the Credit Notes section on...
Access Free Invoicing Software To set a default customer notes and terms & conditions for the estimates created Navigate to Settings > Preferences > Estimates. Fill the Terms & Conditions and Customer Notes boxes with the content you wish to have on all...
