Invoices & Quotes

Batch Deposits for Payments Received

• Create A Batch Deposit

Credit Notes on Invoices You Send

• Common Scenarios for Credit Notes
• Email a Credit Note to a Customer
• Print a Customer Credit Note
• Remove a Customer Credit Note Allocation
• Delete or Void a Customer’s Credit Note
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Customise Invoices or Quotes

• Change your Organisation’s Contact Details on PDF Documents
• Add, Edit or Delete a Branding Theme
• Change the Default Branding Theme
• Edit the Title of your PDF Documents

Invoice Reminders

• Set up & Add Invoice Reminders
• Edit a Reminder

Issues with Invoices & Quotes

Manage Invoices You Send

• Delete or Void an Invoice
• Print An Invoice
• Preview an Invoice

Payments on Invoices You Send

• Refund a Customer Overpayment
• Record a Payment on a Customer Invoice
• Send a Receipt to A Customer
• Apply an Overpayment to a Sales Invoice

Sales Reports

Send Invoices

• Create A New Invoice
• Approve and Send a Customer Invoice
• Email an Invoice
• Import Invoices into Clickentry
• Add a Brand New Repeating Invoice Template
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Send Quotes

• Mark or Unmark Quotes as Invoiced
• Delete a Quote
• Edit a Quote
• Create a Customer Quote
• Email or Print a Quote
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