How do I discount an Invoice?
When creating an invoice a discount can be applied using the discount field in the individual line items as a percentage. 
Wed, 12 Apr, 2023 at 2:11 PM
Can I remove tax lines from my invoice?
Tax Rates cannot be removed from the Invoice PDF as that is the standard format of our invoices. However, this can remain blank without a tax rate.
Wed, 7 Jun, 2023 at 3:22 PM
How do I change my default type from Tax Inclusive to Tax Exclusive?
To change your default Tax Type from Tax Inclusive to Tax Exclusive. Web Portal > Settings Cog > Accounts > Invoices > scroll down to the Inv...
Thu, 6 Jul, 2023 at 12:53 PM
Why are my Invoices showing as outstanding even though the job was never completed?
An invoice is still active even if the Job it is connected to is overdue or incomplete, the invoice will need to be archived if it is no longer needed.
Fri, 5 May, 2023 at 1:55 PM
Why is 200 - Sales show as an account in my invoices?
When in the invoice section of creating a job type template 200- Sales is a default account and refers to the account that the paid invoice will go into, as...
Fri, 5 May, 2023 at 1:43 PM
How do I change reminders on my overdue Invoices?
To change your invoice reminders this can be done in the  Web Portal > Settings Cogs > Accounts > Invoices - Accounts Assist > Outstanding Invoi...
Thu, 8 Jun, 2023 at 3:20 PM
What happens to an invoice date when a job is moved?
You can choose what happens with the invoice date for invoices that are attached to a job.  If you would like the invoice date to change when you change...
Thu, 8 Jun, 2023 at 3:52 PM
Why are my draft Invoices not going through to Xero?
For your draft invoices to go through to Xero, you need to update your Accounting Package Settings. This can be done in the Web Portal > Settings Cog >...
Thu, 6 Jul, 2023 at 3:15 PM
How can I avoid my Invoice emails being marked as spam?
To prevent invoice emails from being flagged as spam, consider including the invoice link when sending out reminders or emails related to invoices. To a...
Thu, 8 Jun, 2023 at 4:45 PM
I've changed my company information. Will this show on my invoices?
To have your new company information and updated logo to show on your invoices you will have to re-generate the invoice.  In you Web Portal > CRM >...
Mon, 15 Apr, 2024 at 8:51 AM