Manage Invoices

[vc_row][vc_column width=”1/1″][vc_column_text]With unlimited invoicing, we understand that the need to properly manage all of the invoices you create, send, and have active.  Here’s how: [/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_column_text]

  1. From the home screen, select “Invoices”
  2. To create an invoice, select “Create Invoice”
  3. To change the order in which you view the invoices, select “Set Sort Order” to choose between
    • Invoice #
    • Recipient
    • Status
    • Due By Date
    • Amount
  4. To filter the invoices you see, select the “Filter” button to choose between
    • Drafts
    • Accepted
    • Open
    • Cancelled
    • Due Date

[/vc_column_text][/vc_column][vc_column width=”1/3″][/vc_column][/vc_row][vc_row][vc_column width=”1/1″][vc_column_text]FAQ

Q: What does the refresh button do?
A: The refresh buttons resets any filters or sort order.[/vc_column_text][/vc_column][/vc_row]

Leave a Reply