Invoices

How to manage your invoices?

Last updated: March 27, 2024

Once you create an invoice you can do the below list of operations in the invoice.

  • **Update Invoice Name, Date, and Due Date - **You can do this by clicking on the Edit button from the top-right corner
  • **Preview - **You can preview your full screen as PDF mode
  • **Send Invoice - **You can send a created invoice to your client by Email, Text Message and use the default share function of iOS/Android
  • **Record Payment - **You can record payment of the invoice by clicking on Payment >> Record Payment with Amount, Date, and Payment Method details
  • **Deposit Request - **You can generate a deposit request by clicking on Payment >> Add a Deposit Request with Amount and Due Date details 
  • **Mark as Paid - **You can change invoice status as paid by clicking on Payment >> Mark as a Fully Paid once you received full payment from the client
  • Add Signature - You can add a signature to your invoice by clicking on More >> Sign
  • Print / Copy / Export as PDF

Feel free to contact us if you have any queries.