How do I set my invoice due date?
The due date of an invoice can be set during the invoice creation by choosing the payment terms, labeled ‘Terms’ on the invoice creation page. The options available for selection are, Net 15 - Due 15 days from the invoice date. Net 30 - Due 30 days from Invoice date....
How can I record a refund for advance payments I’ve received?
Advance payments can be recorded either as an invoice payment or a credit note and both are displayed as unused credits on the contact details page. Both can be applied to invoices and credit notes can be refunded. To refund the excess invoice payment, You will need...
Best Zaps to Create when Using Invoicing Software
By integrating ClickSend with your favourite small business account software via Zapier you can do some seriously cool things, like: Send your customers an SMS alongside their invoice being emailed Send automated invoice reminder messages by SMS Automatically get hard...
How the Right Time Tracking Tool Can Keep Your Business Ticking
When you are a freelancer, you are your own boss — no one tells you what to do and when to do it. This may sound alluring, but there are downsides too. Even though you have the freedom to set your own work schedule, you still have to figure out how to manage your time...
Manage Accounts Receivable remotely using an online invoicing tool
Remote work has been steadily on the rise over the past decade. Recent research by GetApp found that remote work nearly quadrupled over the past 10 years. With added impetus from the COVID-19 situation, remote work has become the new normal for many workers. This...
What is Online Visibility?
What is it, and why is it crucial to your business? Is there an online presence for your company or the company for which you work, such as a website or a Facebook page? Then we're sure you've heard of web traffic and the value of having a strong online presence. But...
Right Time Tracking Tool Can Keep Your Business Ticking
When you are a freelancer, you are your own boss — no one tells you what to do and when to do it. This may sound alluring, but there are downsides too. Even though you have the freedom to set your own work schedule, you still have to figure out how to manage your time...
How do I add a Primary Client to fetch timesheets from Zoho Projects?
With the enhanced Zoho Invoice - Zoho Projects integration, only projects that are associated with a Primary Client will be able to fetch timesheets from Zoho Projects. To make existing clients as primary clients in Zoho Projects: Go to the Users module from the left...
How can I permit my TimesheetStaff to record expenses?
First you will need to create a new role by cloning the existing TimesheetStaff role, and provide permission to record expenses for associated project(s). To create this role, Click the Gear icon and select Users & Roles. Go to Roles tab under Users & Roles....
How do I create an invoice for multiple projects?
To create an invoice with multiple projects, Start creating a new invoice. As soon as you select the customer name, under the Items section you will find a notification to include the unbilled expenses and projects to the invoice. Click on the unbilled...
