Invoices/Quotes

Invoices/Quotes

How to send an invoice by e-mail?

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

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By Aleks Kowalczyk

updated 10 months ago

How can I send an invoice to myself?

1. Go to the Invoices page 2. Select the invoice you want to send 3. Hover over the icon on the right next to the invoice you want to send and then click on E-Mail Invoice 4. Tick the ...

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By Aleks Kowalczyk

updated 10 months 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 button 3. Go to the Client Contact section and click on Add Additional Contact 4. Add   information about the...

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By Aleks Kowalczyk

updated 10 months ago

How can I delete a payment from an invoice?

1. Go to the Invoices page 2. Choose the invoice and then hover over the icons on the right 3. Then click on Payments 4. Click on the Payment history tab 5. Click on the red...

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By Aleks Kowalczyk

updated 10 months ago

How to send an invoice reminder?

1. Go to the Dashboard page 2. Then go to the unpaid invoices section 3. Choose the invoice and click on the Send reminder button 4. Optional: You can change the message that will...

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By Aleks Kowalczyk

updated 10 months 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. Hover over the icons on the right and then click on Turn into invoice 4. Select the date of issue and...

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By Aleks Kowalczyk

updated 10 months ago

How can I print an invoice?

1.  Go to the Invoices page 2. Hover over  the icons to the right of the invoice you want to print 3. Click on Print invoice 4. Then simply follow your browser's printing instructions to...

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By Aleks Kowalczyk

updated 10 months ago

How to 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 green Save button

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By Aleks Kowalczyk

updated about 3 hours ago

How can I add default terms and conditions?

1.  Go to the Invoices page 2. Click on the green 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 Aleks Kowalczyk

updated 10 months ago

How do 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 green Save button

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By Aleks Kowalczyk

updated 10 months ago

How do I change my invoice template?

1. Go to the Settings page 2. Then go to the Invoice customization tab 3. Check the available invoices templates/designs 4. Choose your favourite invoice template 5. Click on the...

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By Aleks Kowalczyk

updated 10 months ago

How to add a discount on an invoice?

1. Go to the Invoices page 2. Click on the green New Invoice button 3. Add the discount on the top right side of the invoice

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By Aleks Kowalczyk

updated 10 months ago

How do 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 of the show invoice selection 3. Choose the invoice that you'd like to restore and ...

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By Aleks Kowalczyk

updated 10 months ago

How to add payment terms?

Payment terms is an optional part of an invoice. It can be found in the bottom half of the page when creating a new invoice. If you want to specify how long a customer has to pay for an invoice,...

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By Aleks Kowalczyk

updated 10 months ago

How can I delete an invoice payment?

If you mistakenly added a payment to an invoice or want to delete a wrong payment, you can simply delete the payment by doing the following: 1. Go to the Invoices page 2. Choose the invoice...

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By Aleks Kowalczyk

updated 10 months ago

How to change the invoice title?

1. Go to the Settings page 2. Go to the Invoice customization tab 3. Find the Invoice title field 4. Change the title of your invoice in the field which is labeled Invoice title 5. ...

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By Aleks Kowalczyk

updated 10 months ago

How can I view the invoice?

1. Go to the Invoices page 2. Hover over the icons on the right next to the invoice you want to view 3. Click on the blue eye icon to view the invoice

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By Aleks Kowalczyk

updated 10 months ago

How to delete an invoice?

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

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By Aleks Kowalczyk

updated 10 months ago

How to 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 Aleks Kowalczyk

updated 10 months 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...

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By Aleks Kowalczyk

updated 10 months ago

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

1. Go to the Invoices page 2. Hover over the names of the columns 3. Click on the # symbol to sort your invoices by number, Client Name to sort them by client name, or Date to sort...

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By Aleks Kowalczyk

updated 10 months 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 Aleks Kowalczyk

updated 10 months ago

How do 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 and hover over it 3. Choose Add Payment in the drop-down menu and click on it 4. In the popup...

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By Aleks Kowalczyk

updated 10 months 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 yellow pencil icon on the right 3. Make all the necessary changes and click on the green ...

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By Aleks Kowalczyk

updated 10 months ago

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

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

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By Aleks Kowalczyk

updated 10 months ago

How can I search my invoices?

1. Go to the Invoices page 2. Click on the quick search bar 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 Aleks Kowalczyk

updated 10 months ago

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

1. Go to the Invoices page 2. Click on the green 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 Aleks Kowalczyk

updated 10 months 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. Hover over the icons on the right and then click on Add Payments 4. Add the amount, method of...

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By Aleks Kowalczyk

updated 10 months 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 Aleks Kowalczyk

updated 10 months ago

How do 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 green Save button 3. Simply tick the Bank...

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By Aleks Kowalczyk

updated about 3 hours ago

How to set a due date on your invoice

1.  Go to  the  Invoices  page 2.  Click  on the green  New Invoice  button 3. Select the  Due Date 4. In the  Due Date  box, you can choose:  On the Date of Issue, After X Days or Custom  *You can...

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By Aleks Kowalczyk

updated about 2 months ago

How to change headlines on your invoice

1.  Go to  the  Invoices  page 2.  Click  on the green  New Invoice  button 3.  Hover over  the name of the column you want to edit and  click   on  the headline 4. Delete the existing name and...

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By Aleks Kowalczyk

updated about 2 months ago

How to attach files to invoices

1. Go to the Invoices page 2. Click on the green New Invoice button 3. Scroll down and click on Attach File(s)

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By Aleks Kowalczyk

updated 6 days ago

How to customise 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 4. On the left , you can preview...

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By Aleks Kowalczyk

updated 6 days ago