Sending an email to the customer including the PDF receipt for the payment customer made on invoice. The receipt will always have a single format as we haven't provided the feature to customize the way receipt will look to the customer View a Receipt Find the invoice you want to send Receipt for. You...
When can we apply an Overpayment? An overpayment can be applied to a sales invoice only when a customer has an overpayment. We can apply that credit to a new or existing invoice but the condition is that the currency and the contact should be the same. Apply the overpayment to a...
Invoice reminders are used to remind your customers either they have missed paying an invoice by its due date or when the invoice's due date is approaching. Clickentry has set up four default reminders when you can turn on the invoice reminders. Overdue Reminders are sent out at 1, 7,...
To send an automatic Invoice Reminder email to the customer, you can turn on the Invoice Reminders for both Due Invoice and Overdue Invoice. Some key points before you start: You must have the email address of the contact to which you want to send Invoice Reminders. Mark the invoice as sent for which...
Edit invoice reminders options is there to customize the default reminders for your organization. You must have the role of either the advisor or standard user. Edit Individual Reminders In the Settings menu, select Account Setting. Click on the Invoice Setting option, under Feature Section. Click on Invoice Reminder Button. You can send the invoice reminders either to an individual contact or to all...
In History & Notes section, you can see all the changes made to an invoice. In addition to this, you can also add notes in reference to the change made. When the invoice gets saved for the first time, it automatically starts recording the history. Open the invoice, for which you wish to see...
Add a discount to a sales invoice, quote or purchase order In the Account menu, select Sales (Accounts >> Sales). Open an existing Invoice you want to add a discount or create a New Invoice. Add Discount to a New Invoice. Click on the rightmost dropdown Button +New Invoice and then select New Invoice option.Enter the required details in the relevant fields. Under the Disc % field, enter...
You can delete the invoice that is under Draft or Awaiting Approval tabs and void the invoice that is under Awaiting Payment tab. If there is some error on the invoice and invoice is yet to send to the customer then it's better to edit the invoice instead of deleting it. If it has been sent out to the customer and...
To make things easy and quick for our users we have provided multiple ways to create the invoice. DIRECT (Accounts >> Sales) Clicking upon the rightmost drop down Button +New Invoice and then select New Invoice option. IMPORT (Accounts >> Sales) Click on the leftmost button Import and it will take you to the import page where you can...
An invoice which is in Draft or Awaiting Approval Status needs to be approved. If you have created an invoice and saved it as draft or if some other user sent an invoice which needs your approval then you need to follow below explained process to approve the invoice: In the Account menu,...
