FAQ's
With the correct permissions, Invoices can be created in both the Web Portal and the App. To create Invoices using the Web Portal, go to CRM > Invoices ...
Mon, 25 Jul, 2022 at 12:34 PM
To edit Invoices using the Web Portal > CRM > Invoices > select Edit on the invoice that you would like to change > Make Changes > Save. To ...
Wed, 20 Jul, 2022 at 12:43 AM
To Archive an Invoice in the Web Portal > CRM > Select the Box next to the Invoice you are wanting to Archive > at the bottom of the page click the...
Wed, 20 Jul, 2022 at 12:51 AM
To view the Invoice PDF using the Web Portal > CRM > Invoices > Select PDF on the invoice that you would like to view. To view the invoice...
Mon, 25 Jul, 2022 at 12:36 PM
You are able to add Line Items through your settings. Web Portal > Settings cog > Accounts > Items > + New Item. Alternatively you are ...
Wed, 20 Jul, 2022 at 12:56 AM
Line Items do not need to have an Item Code. Line item codes are a setting in which you can choose to not be visible on your invoices.
Mon, 11 Jul, 2022 at 1:20 PM
One off Notes can be added to your Customers Invoice using the Notes section above the Payment Details, these notes will appear on the Invoice PDF.
Mon, 4 Jul, 2022 at 2:05 PM
To add a Photo to an Invoice in the Web Portal, the Invoice will need to be saved first. Once the Invoice is saved you can, select Edit on the Invoice you w...
Mon, 25 Jul, 2022 at 12:43 PM
A payment can be taken through the Web Portal and on the App. When payment is applied to an invoice a notification will automatically be sent to the custome...
Mon, 25 Jul, 2022 at 12:46 PM
You can view all payments received by going to your Web Portal > CRM > Payments. On the App > Accounts > Payments. Swiping to the left o...
Wed, 20 Jul, 2022 at 1:15 AM