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,...
Open the Invoice you wish to Email. Clicking on the Email button will show you a popup send window. Update the required information. In the To field, add the email address of the recipient of the email. If you want to send the invoice to multiple recipients, add email addresses separated with a comma (,) or a semicolon (;) From field...
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....
In the Account menu, select Sales (Accounts >> Sales). Click on the Import button. Click Download template file. Copy your invoices into the template file. It's important not to change the column headings provided in the Clickentry template because these need to be unchanged for the successful import to work in the next step. Click Choose File and select your updated template file. Click Save as Draft to...
Add or edit a repeating invoice template You can create a New Repeating Invoice in multiple ways. Either you can create a brand new repeating invoice template or can use an existing invoice to create a repeating invoice. Add a Brand New Repeating Invoice Template In the Account menu, select Sales (Accounts >> Sales). Click on the + New Invoice Drop-down...
You can create a repeating invoice for a customer who makes regular purchase of the same item. You can create a repeating invoice from their last invoice. By doing this way,it will copy all existing details of the purchase. You can edit these details before saving the repeating template. In the Account menu, select Sales (Accounts...
In the Account menu, select Sales (Accounts >> Sales). Select the Repeating tab. Open the Repeat Invoice Template. Edit the required information in the repeating transaction fields. Click Save.
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...
