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  • Batch Deposits for Payments Received
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Mark a Quote as Accepted or Declined

You can record it when your customer accepts or declines a quote. For this the quote status must be Sent.  Mark your Quote as Accepted  In the Account menu, select Sales.  Scroll down to the Quote section.  Select the Sent status tab.  Find and open the quote you want to mark as accepted.  Click on the Quote Options drop-down button and select Mark as Accepted option.  Click Ok.  Mark […]

Edit or Void a Customer Overpayment

In the Account menu, select Sales.  Select the Awaiting Payment tab from the Filter Tabs.  Find and open the Overpayment which you want to edit. Using the Search option you can easily search the overpayment. 

Refund a Customer Overpayment

In the Account menu, select Sales.  Select the Awaiting Payment tab from the Filter Tabs.  Find and open the Overpayment for which you want to refund. Using the Search option you can easily search the overpayment.  Scroll down to reach out to Make a Cash Refund section.   Enter the required information to the payment fields.  Click Add Refund. 

Add, Edit or Delete a Branding Theme

You can add a brand new or customize the branding theme for all PDFs. These pdf can be of invoices, quotes, customer credit notes, customer statements, and purchase orders. We can also perform edit or delete action for these branding theme.  Add or Edit a Standard Branding Theme   If you want to customize the look […]

Change the Default Branding Theme

How it Works  If you want to make any theme the default branding theme then you can do this by dragging your preferred branding theme to the top of the page.  Customer statements use a default theme set up by Clickentry. But if you want to change this then you can manually change it to your […]

Edit the Title of your PDF Documents

How it Works  If you want to change the title of PDF documents in Clickentry then you can do this effortlessly. E.g. if you want to change the default title for approved invoices from ‘Tax Invoice’ to ‘Customer Invoice’ then you can edit the title for invoices, customer credit notes, quotes, customer statements, and purchase orders.  You can […]

Learn about PDF Customer Invoices

The information which you see on a PDF invoice picked from your invoice entries, organisation settings, financial settings, contact details and the branding theme being used.  You can update the details on the above pages to change the values on the PDF.   Title:  PDF title gets picked from the title setup in branding theme. In the branding theme, […]

Edit or Delete A Batch Deposit

Edit a Batch Deposit  If you want to make any changes to a Batch deposit you can edit and update after making necessary changes. While editing you can’t add any more invoices into batch but you can delete anyone from previously added. If you want to add more invoices then the only option is to […]

Create A Batch Deposit

You can create a Batch Deposit when you deposit cash or cheques in your bank account for multiple invoices. It is also helpful when a customer makes a single payment against multiple invoices.  About Batch Deposits  If multiple invoices are paid in a single payment transaction then it is recorded as a batch deposit. You can […]

Record a Payment on a Customer Invoice

In the Account menu, select Sales (Accounts >> Sales).  Select the Awaiting Payment tab from the Filter Tabs.  Find and open the invoice on which you want to record a payment. Using the Search option you can easily search the Invoice.  Get-down to Receive a payment section.  Enter the required information into the payment fields.  Click on the Add Payment button to finish recording payment.  Payment Fields  […]