Add a new tax Go to Settings > Taxes and click on +New Tax. Enter a tax name and provide a Rate(%) for your tax. Check the Yes, this is a compound tax box to define it as a compound tax, if necessary. Click on Save. Access Free Invoicing Software Access Free...
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...
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 –...
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...
