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 myself" and change the text of the message. 5. Click...
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. 5. Click on the green Send button.
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 person you wish to send an invoice to. 5. Click o...
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 istory tab. 5. Click on the red bin icon to del...
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 button. 4. Optional: You can change the message tha...
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 , tick the Payment Terms box and add a number of...
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 printing instructions to print your invoice.
How can I change the date format of my invoicing account?
1. Go to the Settings page, Main Settings and then to System Preferences . 2. Change the date format. 3. Click the blue Save button.
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 details, payment details and any other information that y...
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.
How can I change my invoice template?
1. Go to the Settings page, then the Main Setting . 2. Then go to the Invoice customization tab. 3. After checking the available invoices templates/designs, choose your favorite template and it will automatically save.
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 button .
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 icon on the right. 4. Click on the blue Restore ...
How can I change the invoice title?
1. Go to the Settings page, go to Main Setting . 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 and save as well. Tip: This ...
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 , Add / Delete Payments and Delete the invoice.
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 invoice , so don't worry if you accidentally delete ...
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 ".
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. Fill out the schedule options and set the start/...
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 Name to sort them by client name, or Date to sort ...
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 in the pop up window: item name (e.g. Discount), ...
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 amount paid, date and method of payment. 5. Tick the...
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 button.
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 invoice number, client name, item name, item descrip...
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 Tip: If you want to perform a more advanced search, ...
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 tax ID number 5. Then click on the blue Save bu...
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 of payment, date of payment and notes. 5. Click on ...
How can I download my InvoiceBerry subscription invoice?
1. Go to the Settings page and then Your Plan . 2. You'll see your InvoiceBerry subscription invoices at the bottom of the page under the plan options. 3. Click on Download to download the invoice.
How can I add bank details on my invoice?
1. Go to the Settings, then Main Setting 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 that requires a bank transfer, c...
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 or Custom *You can customize your due date by ch...
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 name of this headline. And by double clicking on...
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) , you'll be able to upload files.
How can I customize my invoice colours?
1. Go to the Settings page, then Main Setting . 2. Go to the Invoice Customisation tab. 3. Choose the Modern Invoice template and pick your preferred color in the Colour Scheme. If you choose green for example, by clicking on the green-co...
How can I add additional/other payment methods to my invoices? (for example cheque payments)
1. Go to the Settings page, then Main Setting . 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 box about your payment method....
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 one action from the drop list : Print, Send by ...
How to set up an invoice reminder?
1. Go to the Clients page. 2. Click on the client you want to set up an invoice/payment reminder for. 3. Click on Reminders and then click on +Add another reminder . By ticking off the box next to text: Automatically send payment remi...
How to send an invoice via SMS/text message?
1. Go to the Invoices page, and find the invoice you want to send via SMS/text message. 2. Hover with your mouse over the invoice you want to send. 3. Click on "Send as SMS", and the sending screen will pop up. 4. Make sure that you've added a ...
How to check if your invoice email was delivered successfully to your client?
1. Go to the Invoices page, and find the invoice you want to check the email delivery for. 2. Hover over the invoice to see the additional menu on the right-hand side. 3. Click on "Sending Status", and you will be able to see if the invoice ema...
