When you are ready to charge a customer against the goods or services supplied from a quote then you can create an invoice from that quote to save your time and effort in creating a new invoice. Create an Invoice for Supplied Items Creating an Invoice from a quote when you...
You can change a quote's status back to Accepted with "Unmark it as Invoiced" option. Mark Quotes as Invoiced In the Account menu, select Sales. Scroll down to the Quote section. Select the Accepted status tab. Find and open the quote for which you want to create an invoice. Click on the Quote Options drop-down button and select Copy to Invoice option. Clicking on Ok will take you to the copied...
In the Account menu, select Sales. Scroll down to the Quote section. Select the required Status tab. Select the quote from the list you want to delete. Click the Delete button at the top of the Quote list on the right side.
Clickentry allows you to create a credit note if you have to lower the amount of an invoice. The reason for this may be due to returned goods, damaged goods, or a cancellation in the sale or purchase agreement. There are multiple places in Clickentry from where you can create a credit note, such...
You can create a credit note to make a correction to an awaiting invoice. You need to approve the credit note so that it can be allocated to the required invoice. How it works When you need to make a correction to an invoice that you have sent then you can issue...
In the Account menu, select Sales. Either select All or Awaiting Payment tab from invoice status tabs. Find and open the invoice you want to credit. Using the Search option, you can easily find the invoice. Clickon the Invoice Option drop-down button and select Add Credit Note option. Enter the required details or edit them. Click the Receipt Upload button if you want to add a receipt to the...
In the Account menu, select Sales. Click the New Credit Note button on the top right. Enter the required information into the credit notes fields. It's almost the same as entering information into an invoice(Link Required). Click on the: Receipt Upload button if you want to add a receipt to the credit note. Save as Draft button if you want to...
In the Account menu, select Sales. Click a status tab in which your credit note exists, then find and open the credit note you want to copy. If you want to copy a voided credit note then you will need to search in All tab. Click on the Credit Note Options...
Clickentry allows you to add your logo to the standard branding theme. The logo is displayed on the invoices, quotes, credit notes, statements, and purchase orders. Following these steps, you can add or replace a logo in your PDF Document. Before uploading your logo, make sure the designed logo meets all...
If you want to change your organization's address details then you can customize it. Your organization's address details are displayed on invoices, quotes, customer credit notes, customer statements, and purchase orders. By default, the address that is used on your documents is the postal address in Organisation details. But If your contact...
