Formitize Help Desk

You can send professional invoices and quotes to get paid faster and win more work with our fully integrated quotes, invoices, and purchases. Integrate ...

To add bank or payment details to an invoice so that the customer can directly deposit a payment into your account, go to the Settings Cog > Accounts >...

There may be a few reasons that a Location is not displaying on an invoice. One reason could be that a job location was not chosen when entering a job t...

Invoices that are only in Formitize and not linked to accounting software must be manually updated through Formtiize. For security reasons and to avoid ...

No, currently an invoice PDF cannot be sent to a mobile device via SMS. An invoice PDF can be sent to either an email address via the Web Portal or mobi...

If you have a Xero integration set up and repeating invoices through Xero, you can have Formitize use the accounting software's invoice numbering system...

To find the Invoice list, you can go to CRM > Invoices, or click on the Accounts button in your user dashboard. That is where you will find the list of c...