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Invoice, create recurring profiles, add items & tasks.
Editing an invoice You can edit an invoice by hovering over the three dots to the right of the invoice, and clicking Edit. You can also click on the invoice itself, and in the top right corner you’ll see the button marked Edit.
Editing Items & tasks
Editing items and tasks: Go to Invoicing. Click on Items/Tasks And on the right, you can click on Edit Any changes you make are going to reflect the specific item in the future and it won’t change anything on the previous invoices . But if you change your income account to “Other revenue”, all of those billing you’ve done up to now will be reflected in that Account type category.
Creating Recurring Invoice Profiles
Creating recurring profiles is a really convenient way to automatically bill customers, the same amount every single month. Go to Invoicing Click Recurring Click Create Recurring Profile To fill in the recurring invoice: Select a customer Select what you are charging them for. On the top right you can select a Starting Date Below that you can select How Often you want to charge them And then you ca
Editing recurring invoice profiles
Editing recurring Profiles Hover over Invoicing Click on Recurring Hover over the three dots on the right and click Edit You can’t change start date if it has already started. If you do want to change the start date, we suggest turning the Status OFF, and creating another recurring profile. You can do so easily by going to the Recurring Profile tab, and clicking Duplicate. You can change the frequency and how long yo
Add Items & Tasks
Adding items and tasks Tasks- Non-material things that we bill for, and usually on an hourly basis Items- Everything else that you sell Go to Invoices Click Create Invoice -You can select an item and also add a task -The tax yu assigned to the item will be shown -Select the task and item you want -Select the quantity Creating new items and tasks -You can do this in two ways Directly from the invoice -Go to Sele
Creating an Invoice
We’re going to go over the dashboard overview. In the upper section you’ll see the stats which consist of 6 key numbers. Invoiced: Total amount invoiced in this specific time period as in: this year, this month etc. Collected: Total amount of money collected within that time period Expenses: Total amount of all expenses you’ve entered within that time period. Outstanding: Total amount of your invoices outstanding but not necessa
The only way to delete an invoice is directly from the invoices dashboard. Hover over the three dots to the right. Click Delete. Confirm the deletion.
Invoice Dashboard Overview
We’re going to go over the dashboard overview. In the upper section you’ll see the stats which consist of 6 key numbers. Invoiced: Total amount invoiced in this specific time period as in: this year, this month etc. Collected: Total amount of money collected within that time period Expenses: Total amount of all expenses you’ve entered within that time period. Outstanding: Total amount of your invoices outstanding but no
Deleting Recurring Invoice Profiles
Deleting recurring profile: Hover over Invoicing. Click Recurring. Hover over the three dots on the right Click Delete. Confirm the deletion. This will not affect the invoices that have already been sent, it will just stop sending the invoices.