FAQ's

How do I create a new invoice?
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 ...
Thu, 6 Apr, 2023 at 3:09 PM
How do I edit an Invoice?
To edit Invoices using the Web Portal > CRM > Invoices > select the Edit pencil on the invoice that you would like to change > Make Changes >...
Fri, 7 Jun, 2024 at 10:28 AM
How do I Delete / Archive an Invoice?
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...
Wed, 26 Jul, 2023 at 4:46 PM
How do I see the Invoice PDF?
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...
Thu, 6 Apr, 2023 at 3:17 PM
How do I add Line Items to an invoice?
You are able to add Line Items through your settings. Web Portal > Settings cog > Accounts > Items > + New Item. Alternatively you are ...
Thu, 6 Apr, 2023 at 3:22 PM
Do Line Items need to have an Item code?
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
How do I add one off comments for customers to see on an Invoice?
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
How do I add photos to an Invoice?
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...
Thu, 6 Apr, 2023 at 3:27 PM
How do I manually take payment on an Invoice?
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...
Fri, 3 May, 2024 at 11:20 AM
Where can I see all payments received?
You can view all payments received by going to your Web Portal > CRM > Payments. On the App > Accounts > Payments. Swiping to the left o...
Thu, 6 Apr, 2023 at 3:36 PM