Invoices/Quotes

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...

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. 

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...

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...

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...

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...

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. 

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

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...

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. 

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. 

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 . 

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 ...

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 ...

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.  

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 ...

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 ". 

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/...

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 ...

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), ...

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...

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. 

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...

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, ...

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...

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 ...

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. 

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...

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...

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...

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.

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...

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....

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 ...

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...

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 ...

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...