Cancel or Reverse-cancel Invoice

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• Billing Settings (Invoice, Receipt and Quotation Settings)

  • Go to Settings and open Billing Settings. • Enable the toggle for 'Link invoices to receipts' (if you want to link invoices to receipts and maintain invoice status). • Enable the toggle for 'Enable item wise discount in invoice' if you want to show ...

• Cancel or Reverse-cancel the Receipt

  Cancel Receipt Go to the Receipts dashboard and open the receipt. Click on “Cancel Receipt” button and confirm it. Your Receipt will be cancelled. Reverse-cancel Receipt To reverse cancel, open a cancelled receipt. Click “Reverse-cancel” button to ...

• Create an Invoice

  Go to Invoices, and Click on “+New” button. Search and click on the client’s name. Enter the date of invoice, invoice no., payment term and due date. Select the task(s) you are invoicing and click the Save button. Your invoice has been generated.

• Package Billing

  Go to Invoice and click on the + New button. Select the Billing Entity, Client, Date, and Payment Term. Enter the Invoice Number. The packages are highlighted in light blue color. Select the package, enter the Amount, Discount, and GST %. Click on ...

• Link Invoices to Receipts (Invoice - Receipt Mapping)

  • Go to Settings and open Billing Settings. • Enable the toggle for ‘Link invoices to receipts’. • Then, go to Receipts and click on the + New button. • Enter all details, including the client. • The invoice(s) will appear under the 'Settle invoices' ...