Invoices and Quotes
Michelle avatar
1 author23 articles
Share the link of invoices/quotes to clients [Mobile]How to share the link of invoices/quotes to clients via the mobile app
How to edit sent/accepted quotes [Mobile]Editing sent/accepted quotes via the mobile app
Display client's address on the invoice [Mobile]How to display client's address on an invoice/quote via the mobile app
Sending a quote to a client [Mobile]Creating and sending quotes to your clients on the mobile app
Rename a Quote to Estimate or Proposal [Mobile]How to rename a Quote to Estimate or Proposal via the mobile app
Convert quotes to invoices [Mobile]Converting quotes to invoices on the mobile app
Archive/Activate quotes [Mobile]Archiving/Activating quotes on the mobile app
Sending an invoice to a client [Mobile]Creating and sending invoices to your clients on the mobile app
Requesting a deposit [Mobile]How to request a deposit via the mobile app
Add your business address to your invoices/quotes [Mobile]Adding your business address to your invoices/quotes on the mobile phone
Choosing a numbering system for invoices [Mobile]Options for creating invoice numbers on the mobile app
Customise invoices and quotes [Mobile]Customisation options for invoices and quotes on the mobile app
Adding/changing an invoice or a quote logo [Mobile]Adding a logo on the mobile app
Quote/Invoice Discounts [Mobile]Adding a discount to an invoice on the mobile app
Record a payment against an invoice [Mobile]How to record a payment on the mobile app
Mark an invoice as sent [Mobile]How to mark an invoice as sent via the mobile app
How to edit outstanding/paid invoices [Mobile]How to edit outstanding/paid invoices on the mobile app
Add/change your payment details [Mobile]Add/change your payment details on the mobile app
Adding item templates [Mobile]How to add item templates on the mobile app
Edit the footer template [Mobile]Edit the footer template on the mobile app
Hide or unhide fields on an invoice or quote [Mobile]Hide or unhide fields on an invoice or a quote on the mobile app
Manual reminders for overdue invoices [Mobile]How to send manual reminders for overdue invoices on the mobile app
Sending a receipt [Mobile]How to send a receipt on the mobile app