Category: Invoicing
Convert estimate to invoice
Send invoice to customer
There are several ways to do this. Either email, SMS, or print an invoice.
Signature on invoices
Open an invoice, go to Home > Sales > Choose an invoice. Tap on the “Pencil Icon” > Signature. Enter the customer’s signature. Then choose the Signed by. Enter additional message on the “Sign text” field You have successfully captured a signature to an invoice, and will be included in the pdf printout.
Adding shipping charges to invoice
Step 1: Create a Shipping Item Go to Home > Items > menu > (+) Add. Enter your item name (eg. Shipping Charges), then set the item Type to Shipping Item. Enter other item info as desired and Save. Step 2: Add the shipping item to your invoice Open an existing invoice > Add an item […]