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 ...
Thu, 6 Apr, 2023 at 3:09 PM
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
Archiving an invoice works in the same way as deleting an invoice. To Archive an Invoice in the Web Portal, go to CRM > Invoices > Select the checkbo...
Thu, 4 Jul, 2024 at 11:33 AM
To view the Invoice PDF using the Web Portal, go to CRM > Invoices > Select the View PDF symbol for the invoice that you would like to view. Alt...
Wed, 3 Jul, 2024 at 11:42 AM
You are able to create Line Items so that they are easy to select when creating or editing Invoices, by adding them in the Web Portal. Go to Settings cog ...
Tue, 2 Jul, 2024 at 1:41 PM
When manually creating / adding Line Items to your Formitize account, you will be asked to add a Line Item Code as well. This is to assist with locating the...
Wed, 3 Jul, 2024 at 10:26 AM
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. In t...
Wed, 17 Jul, 2024 at 10:27 AM
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
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
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