Access Free Invoicing Software Click on the reminder which needs to be deleted. In the next window, a Delete this reminder button will be available on the right-bottom corner. Click on the button and the reminder will be deleted instantaneously. Deleting The Reminder...
Access Free Invoicing Software A new reminder can be added only for cases based on due date. Go to Reminders – Automated Reminders – Invoices. You can click on the Turn On button beside any one of the reminders. You can edit the reminder template as per...
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 –...
