Formitize Help Desk

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 ...

To edit Invoices using the Web Portal > CRM > Invoices > select Edit on the invoice that you would like to change > Make Changes > Save. To ...

Archiving an invoice works in the same way as deleting an invoice. To Archive an Invoice in the Web Portal > CRM > Select the Box next to the Invoice...

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...

You are able to add Line Items through your settings. Web Portal > Settings cog > Accounts > Items > + New Item. Alternatively you are ...

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. 

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.  

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...

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...

You can view all payments received by going to your Web Portal > CRM > Payments. On the App > Accounts > Payments. Swiping to the left o...