Manage Invoices You Send

Add a Discount to Transactions and Contacts

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...

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Delete or Void an Invoice

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...

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Print An Invoice

In the Account menu, select Sales (Accounts >> Sales).  Open the Invoice you want to print.  Click the Print PDF button above the invoice details on the right side.   You get two options in the pop-up window. If you want to mark it as sent then click Mark as sent otherwise click Leave as-is.   It will ask you to save the file....

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Preview an Invoice

If you wish to see how the invoice will appear on your customer’s browser when they receive and access it from the email you sent. Follow below steps and you can preview the invoice before sending:  In the Account menu, select Sales (Accounts >> Sales).  Open the Invoice you want to preview.  Click the Preview button above...

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