Navigation Clients > Orders & Invoices
Once your invoice has been created and the client has made payment against it, it will remain on the client's account and can be referred to at a later date.
However, once your client has received the invoice, you may need to make changes such as:
viewing the details of an invoice
editing an invoice
using payment types to change when the invoice will be due for settlement
deleting an invoice
sending the invoice to a client for payment
customizing how your invoice appears to your clients
amending who receives a copy of the invoice
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How to view the details of an invoice on a client record.
Learn the process required to make changes to an invoice.
Payment types are used to change when an invoice is due for settlement and can be set prior to creating the invoice.
Learn the correct method for voiding an invoice from the client record and your system.
Learn the correct method for deleting an invoice from the client record and your system.
Learn the different methods for sending invoices to individual clients and for carrying out bulk invoicing for multiple clients with one click.
You can personalize your invoices to suit your business, including adding your logo and including your payment terms.
You can check who will receive invoices in the client's account, and see how to amend who receives a copy.