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 myself" and change the text of the message.  5. Click...

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By Simona Martinov

September 21, 2021

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. 

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By Simona Martinov

September 10, 2021

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...

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By Simona Martinov

August 31, 2022

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...

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By Simona Martinov

August 31, 2022

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...

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By Simona Martinov

August 31, 2022

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...

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By Simona Martinov

September 9, 2021

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. 

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By Simona Martinov

September 10, 2021

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. 

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By Simona Martinov

March 9, 2022

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...

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By Simona Martinov

September 9, 2021

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

August 31, 2022

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. 

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By Simona Martinov

August 31, 2022

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 . 

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By Simona Martinov

September 21, 2021

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 ...

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By Simona Martinov

September 21, 2021

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 ...

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By Simona Martinov

August 31, 2022

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.  

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By Simona Martinov

August 31, 2022

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 ...

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By Simona Martinov

September 22, 2021

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

August 31, 2022

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/...

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By Simona Martinov

September 24, 2021

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 ...

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By Simona Martinov

September 22, 2021

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), ...

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By Simona Martinov

September 22, 2021

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...

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By Simona Martinov

September 22, 2021

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. 

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By Simona Martinov

September 22, 2021

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...

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By Simona Martinov

September 22, 2021

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, ...

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By Simona Martinov

September 22, 2021

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...

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By Simona Martinov

September 22, 2021

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 ...

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By Simona Martinov

August 31, 2022

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. 

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By Simona Martinov

February 7, 2022

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...

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By Simona Martinov

August 31, 2022

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...

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By Simona Martinov

September 21, 2021

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...

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By Simona Martinov

September 21, 2021

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.

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By Simona Martinov

September 21, 2021

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...

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By Simona Martinov

August 31, 2022

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....

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By Simona Martinov

August 31, 2022

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 ...

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By Simona Martinov

September 24, 2021

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...

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By Simona Martinov

February 15, 2022

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 ...

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By Sunbla Khan

November 16, 2022

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...

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By Sunbla Khan

November 16, 2022