Estimates, Quotations, Invoices and Credit Notes
Promotional
Getting Started
Desktop Modules
The Mobile App
Website Widgets
Automated Monthly Invoices
Quick Steps:
- Setting the invoice end date
- Invoice Frequency
- Creating line items for the monthly invoice
- Overriding the monthly cost price
- Running the monthly invoice run
- Sending the invoices to your customers
Invoicing Essentials
Quick Steps:
- Selecting and adding products to Projects
- Using MailMarge to produce quotes and invoices
- Adding photos to documents
- Editing quotes and invoices
- Attaching documents to emails
Advanced Invoicing
Quick Steps:
- Relationships between quotes and Projects
- Stage payments
- Adding Expenses and parts to a project
- Creating groups of items for quoting and invoicing
- Hidden items on quotes and invoices
- Copying items and creating item groups