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

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Payments

• Payment methods
• Taking card payments on the web
• Adding payment to a customer invoice
• Cash allocations

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

Frequently asked questions

• Creating a pro-former invoice
• How do I convert a final invoice into a different type of invoice?
• Why isn't the partial invoice shown as part of the final invoice?
• Why is the final invoice total not calculating accurately?
• How do I add a retention invoice?
• How do you edit a payment?

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