Invoices/Quotes

Invoices/Quotes

How can I send an invoice by e-mail?

1. Go to the Invoices page.  2. Choose the invoice you want to e-mail.  3. Click on the three dots icon on the right and then click on E-Mail invoice.  4. Optionally: Click on "Send copy to...

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By Simona Martinov

updated 3 days ago

How can I send an invoice to myself?

1. Go to the Invoices page.  2. Select the invoice you want to send. 3. Click on the three dots icon on the right and then click on E-Mail invoice.  4. Tick the Send  copy  to  myself  box. ...

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By Simona Martinov

updated 14 days ago

How can I send my invoice to multiple recipients?

1. Go to the Clients  page . 2. Select the client and click on the Edit Client  button.  3. Go to the Client Contact  section and click on Add additional contact.  4. Add information about the...

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By Simona Martinov

updated 14 days ago

How can I delete a payment from an invoice?

1. Go to the Invoices page.  2. Select the invoice you want to delete the payment from.   3. Click on the three dots icon on the right and then click on Pa yments .  4. Click on the Payment H...

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By Simona Martinov

updated 8 days ago

How can I send an invoice reminder?

1. Go   to the Dashboard page.  2. Scroll down to the unpaid invoices section, below the red square.  3. Choose the invoice you wish to send a reminder for and click on the Send reminder ...

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By Simona Martinov

updated 3 days ago

How can I turn a quote into an invoice?

1. Go to the Quotes page.  2. Choose the quote you want to turn into an invoice.  3. Click on the three dots icon on the right and then click on Turn into invoice.  4. Add the Date  of  Issue ,...

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By Simona Martinov

updated 15 days ago

How can I print an invoice?

1.   Go to the Invoices page.  2. Select the invoice you want to print. 3. Click on the three dots icon on the right and then click on Print Invoice .  4. Then simply follow your browser's...

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By Simona Martinov

updated 14 days ago

How can I change the date format of my invoicing account?

1. Go to the Settings page and then to System Preferences.  2. Change the date format.  3. Click the blue  Save button. 

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By Simona Martinov

updated 3 days ago

How can I add default terms and conditions?

1.   Go to the Invoices page.  2. Click on the blue New  Invoice  button.  3. Go to the Terms & Conditions box and click on Set default. 4. Add your company's terms & conditions, bank...

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By Simona Martinov

updated 15 days ago

How can I change the language of the invoice?

1. Go to the Settings page and then to System Preferences.  2. Then go to the Language section.  3. Change the language.  4. Click on the blue Save button. 

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By Simona Martinov

updated 3 days ago

How can I change my invoice template?

1. Go to the Settings page.  2. Then go to the Invoice customization tab.  3. After checking the available invoices templates/designs, choose your favorite template and it will automatically...

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By Simona Martinov

updated 3 days ago

How can I add a discount on an invoice?

1. Go to the Invoices page.  2. Click on the blue New Invoice button.  3. Add the discount in the Discount box . After filling in all the other information, click on the blue Save Invoice ...

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By Simona Martinov

updated 3 days ago

How can I restore my deleted invoices?

1. Go to the Invoices page.  2. Scroll down to the bottom of the page and click on the Deleted option. 3. Choose the invoice that you'd like to restore and click on the blue Restore Invoice ...

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By Simona Martinov

updated 3 days ago

How can I change the invoice title?

1. Go to the Settings page.  2. Go to the Invoice customization tab.  3. Find the Invoice title field and type in the desired title. Your changes will automatically show on invoice sample...

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By Simona Martinov

updated about 7 hours ago

How can I view an invoice?

1. Go to the Invoices page.  2. Click on the eye icon  to view the invoice.  Once the preview of your invoice is shown, you'll have an option to Edit , Download , Print , Email , Copy , ...

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By Simona Martinov

updated about 7 hours ago

How to delete an invoice?

1. Go to the Invoices page.  2. Click the trash bin icon next to the invoice you want to delete 3. Confirm that you really want to delete the invoice Tip: You can always restore a deleted...

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By Simona Martinov

updated 2 days ago

How can I mark an invoice as sent without actually sending it?

1. Go to the Invoices page.  2. Click on the Status of the invoice which you want to change.  3. Change the Status from " Draft " to " Sent ". 

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By Simona Martinov

updated 2 days ago

How can I create a recurring invoice?

1. Go to the Invoices page and then to the Recurring Invoices tab.  2. Click on the New Recurring Profile button.  3. Add or Choose a client you want to create the recurring invoice for.  4....

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By Simona Martinov

updated about 6 hours ago

How can I sort my invoices by number/date/client name?

1. Go to the Invoices page. 2. Click on the arrows next to the heading name of the column you want to sort it out by. For example, click on  # symbol to sort your invoices by number, Client...

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By Simona Martinov

updated 2 days ago

How can I add a fixed discount to my invoice?

1 . Go to Invoices page and add a New Invoice.  2. Fill out all the invoice fields and add   all invoice items as usual.  3. Add a new item to use as discount item.  4. Fill out the item details...

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By Simona Martinov

updated 2 days ago

How can I send a payment received message to my client?

1. Go to the Invoices page.  2. Choose the invoice that you’d like to send a receipt for, click on the three little dots icon and then click on the Payments .  4. In the popup window add the...

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By Simona Martinov

updated 2 days ago

How can I edit an invoice?

1. Go to the Invoices page.  2. Choose the invoice that you'd like to edit and click on the pencil icon  on the right.  3. Make all the necessary changes then click on the blue Save Invoice ...

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By Simona Martinov

updated 2 days ago

How can I do an advanced search to find my invoices?

1. Go to the Invoices page.  2. Click on the Add Filters  next to the quick search bar.  3. When the advanced Search  Invoice  window opens, type in your search criteria - For example, the...

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By Simona Martinov

updated 2 days ago

How can I search my invoices?

1. Go to the Invoices page.  2. Click on the magnifying glass and type in the client name, invoice number, invoice total or the date 3. The search results will appear automatically as you type...

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By Simona Martinov

updated 2 days ago

How can I add my VAT/GST/sales tax number on the invoices?

1. Go to the Invoices page. 2. Click on the blue New Invoice button.  3. Then click on Tax 1 and then on +  New Tax.  4. Add your tax information, including the tax name, percentage and any...

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By Simona Martinov

updated 2 days ago

How can I add payments to an invoice?

1. Go to the Invoices page. 2. Choose the invoice you want to add the payment to. 3. Click on the three little dots icon on the right and then click on Add Payments.  4. Add the amount, method...

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By Simona Martinov

updated 2 days ago

How can I download my InvoiceBerry subscription invoice?

1. Go to the Settings page. 2. Click on the Your Plan icon.  3. You'll see your InvoiceBerry subscription invoices at the bottom of the page under the plan options. 4. Click on Download to...

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By Simona Martinov

updated 2 days ago

How can I add bank details on my invoice?

1. Go to the Settings tab and choose Accept Payments.  2. Go to the Bank Transfer section, fill out your bank details and click on the blue Save button.  3. Next time you create an invoice...

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By Simona Martinov

updated 3 days ago

How to set a due date on your invoice

1. Go to the Invoices  page and click on the blue New Invoice button.  2. By clicking on the date next to the Due Date  heading, you'll be able to choose from: On Date of Issue, After X Days...

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By Simona Martinov

updated 3 days ago

How can I change headlines on my invoice?

1. Go to the Invoices  page and click on the blue New Invoice button.  2. If you hover over the name of the column you want to edit, an information box will appear: "Click here to customize the...

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By Simona Martinov

updated 3 days ago

How can I attach files to my invoices?

1. Go to the Invoices page. 2. Click on the blue New Invoice button.  3. On the right side, underneath payment options, there is Attach File(s)  option and by clicking on  +Select file(s) ,...

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By Simona Martinov

updated 3 days ago

How can I customize my invoice colours?

1. Go to the Settings page. 2. Go to the Invoice Customisation tab. 3. Choose Modern Invoice template and pick your preferred color in the Colour Scheme.  If you choose green for example, by...

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By Simona Martinov

updated 3 days ago

How can I add additional/other payment methods to my invoices? (for example cheque payments)

1.   Go to the Settings  page.  2. Click on the Accept  Payments . 3. Scroll down to the Other  box and add a payment method in the Headline .   Optional: add further details in Description ...

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By Simona Martinov

updated 3 days ago

How can I select multiple items / bulk actions?

1. Go to the Invoices page.  2. Click on the tick box next to  Invoice  #   to select all your invoices or select particular ones. 3. Once selected, click on the B ulk Actions box and select...

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By Simona Martinov

updated about 9 hours ago