Invoices

Once a quote has been marked as ‘Approved’, an invoice can be generated.

1. Open the quote and go to the Pricing page

2. Click the ‘Create Invoice’ button

3. Click the Order/Invoice tab that now appears at the top of the page

4. Review, and click ‘Send pdf’ button at the top of the page or ‘Download pdf’.

To update the invoice for a received payment, just fill in the relevant details under ‘Receive a payment’ and hit the ‘Add Payment’ button.

Sync invoices to Xero

Refer to: Xero

Updating payment schedule due dates on the invoice

• Go to the Edit Quote tab

• Scroll down to the Payment Terms section

• Click Edit Payment Term

• Set the due date manually as required (the due event is not necessary). Make sure the Percentage / Flat amount selection is correct.

• Click Save

Payment statuses

• Unpaid - Due date is in the future, and nothing has been paid

• Paid - All payments have been made and the due amount is $0

• Payment due - Due date has passed and nothing has been paid

The “Status” filter corresponds to the invoice status as seen on the invoice tab:

Automatic Order creation

You can choose to have an order automatically created when a quote is accepted. To enable this, go to Settings > Admin > My Business > Invoice and Payment Terms.

Viewing all invoices

To view all invoices/orders, click on the “Orders/Invoices” tab on the top left of the app. Then, set the desired payment status to filter the invoices.