FAQ's
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
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
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
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
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
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
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
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
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
To have your new company information show on your invoices you will have to re-generate the invoice. In you Web Portal > CRM > Invoices > Sele...
Tue, 20 Jun, 2023 at 2:40 PM