Formitize User Guide

Overview | Invoices 2

• Overview | Invoices
• PayNow settings overview

Settings 9

• Where do I find Invoice Settings?
• Adding or removing a Remittance Advice on the Invoice PDF
• Invoice Prefix and Automatic Sequential Numbering
• Default Invoice Payment Terms
• Integrating CRM Invoicing with your Accounting Software

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FAQ's 86

• How do I create a new invoice?
• How do I edit an Invoice?
• How do I Delete / Archive an Invoice?
• How do I view the Invoice PDF?
• How do I save Line Items to add to Invoices?

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