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Enable Automatic Task Billing
Open the Clients dashboard. Search or click on the client’s name. Click the Enable button “Create invoice automatically every month” Select a day of the month and click Enable button.
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 ...
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 ...
Cancel or Reverse-cancel Invoice
Cancel Invoice Go to Invoices and open the invoice. Click on “Cancel Invoice” button and confirm it. Your Invoice will be cancelled. Reverse-cancel To reverse cancel, open a cancelled invoice. Click “Reverse-cancel” button to open the edit invoice. ...
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' ...