Invoicing

How to record payment against an invoice

You can record the payment as: 1.Go to the 'Payments' on the toolbar and click on it. 2. Now click on 'Record Payment' at the top right side of the page. 3. Then enter a Client's name to proceed further. 4. Fill up the details of payment and then press 'Submit' to record the payment successfully. You can also record the payment by marking it as paid. Follow the steps below to mark the payment as paid: 1. Go to the 'Invoicing' and click on it. 2. You will find a list of invoices. O...

How to share the link of an invoice

You can share the link of an invoice by following the steps below: 1. Go to the 'Invoicing' and click on it. 2. Open a 3 dots menu and click on 'View' to open an invoice. 3. You will find the option of 'Action' at the top right side of the page. Click on it to get more options. 4. Now click on 'Copy link' to copy and send the link to the recipients. 5. You can also copy the link of an invoice from the bottom left side of the same page below the heading of 'Invoice Details.'

How to add and view comments on an invoice

Adding comments to your invoice is very simple. Follow the steps below to add a comment to your invoice: 1. Go to the 'Invoicing' and click on it. 2. Click on 'Create Invoice' to proceed further. 3. Fill in the information about the invoice and add a comment at the bottom under the heading of 'Comments.' You can view the comments for invoices by following these steps: 1. Go to the 'Invoicing' and click on it. 2. You will find a list of invoices on a new page, open a 3 dots menu of ...

How to mark Invoice as Paid

If you have received a payment from your client and want to mark an invoice as paid, follow the steps below: 1. Go to the 'Invoicing' and click on it. 2. You will find a list of invoices. Open a 3 dots menu of an invoice you want to mark as paid and click on 'View.'. 3. Now click on 'Actions' on the top right side of the page to get more options. 4. Now click on 'Mark paid.' 5. Then enter the payment record by giving payment details and press 'Submit' to complete the process successfu...

How to see Invoice History

You can see the history of invoices by following these easiest steps: 1. Go to the 'Invoicing' on the toolbar and click on it. 2. You will find the table of invoices you've sent to your clients. 3. Click on the 3 dots menu of an invoice under the column of ' Action' and then click on 'View.' 4. Now look at the top of the page on the left side, you will find an option of 'History,' click on it. 5. You can now see the history of that particular invoice and by clicking on 'view all,' you...

How to create a Recurring Invoice

A Recurring Invoice is an invoice that is sent to your customer in regular intervals of time. If you don't know how to create a recurring Invoice then follow the steps below to create one for you: 1. Go to the 'Invoicing' on the toolbar and click on it. 2. Click on 'Create Invoice' on the top right side of the page. 3. You will find an option of 'Make Recurring' on the right side of the page. Click on it to continue. 4. A recurring invoice template helps to: - Save time by automat...

How to send a payment reminder for an invoice

If you've sent an invoice to your client and want to send a payment reminder, follow the steps below to send a reminder successfully. 1. Go to the 'Invoicing' on the toolbar and click on it. 2. On a new page you will find a list of invoices. Click on a 3 dots menu of an invoice for which you want to send a reminder. 3. Click on 'View.' 4. Now click on 'Send a friendly reminder' to send a payment reminder to your client.

How to create an invoice

Creating an invoice with Invoice Quickly is very simple. Follow the steps below to proceed: 1. Go to the 'Invoicing' on the toolbar and click on it. 2. Click on 'Create Invoice' on the top right side. 3. You can pick an invoice template from the right side of a page by clicking on 'Customize Invoice' or 'Recurring Invoice.' 4. Clicking on 'Apply Theme' will let you apply a template that you have selected for your invoice. 5. Enter the details of the invoice including: - Date of i...