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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 ...
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' ...
Add or Modify the Billing Setting
Go to Settings, and Open “Billing Settings”. Place your Logo (Upload by ✎ button) Enter the company details (Name, GSTIN, contacts and address) Enable the GST option (if your firm is GST compliant). Enter Invoice Heading, Enable or disable auto ...
Billing History
Go to Settings, and Open “My Account”. Click the ‘Billing History’ tab to check all your payments.