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Understanding the Invoices List Dashboard

This lesson explains the Invoices List Dashboard ...

Raising an invoice

This lesson shows you how to Raise an Invoice ...

Adding Opportunity Products to an Existing Invoice

This lesson shows you how to add Job/Opportunity Products to an existing Invoice ...

Adding Timesheets to an existing invoice

This lesson shows you how to add Timesheets to an existing Invoice ...

Adding Expenses to an existing invoice

This lesson explains how to add Expenses to an existing Invoice ...

Adding new adhoc items to an existing Invoice

This lesson shows you how to add adhoc items to an Invoice after it has been created ...

Adding a Discount Item to an Invoice

This lesson shows you how to add a Discount Item or Credit to an existing Invoice ...

Adding a PO number to an invoice

This lesson explains how to add a PO Number to an Invoice ...

Marking an Invoice as Paid

This lesson shows you how to mark an invoice as paid. ...

You can apply Discounts and Surcharges at the Client level and have these automatically apply to the Invoices raised for those Clients. The ability to set automatic discount and surcharge details i...

Invoice Taxation

Invoices now support multiple Taxation rates. This allows you to enter individual tax rate %'s against each line item in the invoice and have that refected in the invoice: Rounding Rules for Ta...

Add Multiple Assignments to Invoices

Add Multiple Assignments to Invoices *Keep in mind you will want to generate the multiple assignment invoices before generating the rest of your invoices in bulk. That way you don’t duplicate...

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