Customer invoicing

Managing invoices

• Invoice types
• Invoice categories
• Add an invoice
• Add a draft invoice
• Add additional works to an invoice
• Emailing a certificate with the invoice

Payments

• Payment methods
• Taking card payments on the web
• Add payment to a customer invoice
• Add a cash allocation

Credit notes

• Add a credit note to a customer
• Add a credit note against an invoice
• Allocating a credit note against an invoice
• Refunding a credit note

Notes & Communications

• Invoice notes tab

Frequently asked questions

• Convert final invoice into a different type
• Why isn't the partial invoice shown in the final invoice?
• Final invoice total not calculating correctly
• How do I add a retention invoice?
• How do I create a pro-former invoice?
• Editing a payment

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