Browsing articles from "April, 2015"
Apr
20
2015

View and Manage Invoice Payment History

Through the “Invoice & Estimates” tab select “Invoice Payment History”. If you have activated the “Inventory management and control software “ from the “Plug-in Manager” section, then the “Invoice & Estimates” tab will be showing as  “Sales”. On this page, you will see all the payments that have been received by your clients related to the invoices and the “Payment Method”. Using the “Search” bar to filter the payments. You can filter by: “Invoice Number” “Client’s Business Name”. “Payment Method”. […]

Apr
14
2015

How to Add New Clients on Online Invoices

To start invoicing your clients you will need to add them and you can do that by doing the following steps: 1- Through the “Clients” tab, Select the  “Add  New Client” option. 2- Add the new “Client Details”: Please Note only the required fields are (Your client’s business name, client number and client’s  email address if you selected the “Send Via Email” Invoicing method). Complete the “Client Details” field: “Business Name”: Enter the client business name […]

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