Invoices
There are 2 ways to link a task to an invoice; Open your draft invoice or create a new invoice Click on the link button next to tasks in the side panel o...
Thu, 4 Apr, 2024 at 2:13 PM
Go to an issued invoice Click on print in the bottom left corner of the page The invoice will open in a new tab within your internet browser Simply clic...
Thu, 4 Apr, 2024 at 2:14 PM
If you would like to send an invoice again after it has been issued, simply click on the re-send button: NEED TO INSERT A PICTURE HERE AFTER DAN FIXES ...
Tue, 1 Jun, 2021 at 2:19 PM
On an invoice in DRAFT status or a newly create a new invoice, after making unwanted changes to it before hitting Save, go to the bottom left hand corner of...
Thu, 4 Apr, 2024 at 2:15 PM
Whilst a task is in draft you can save it Open your invoice or create a new invoice Make changes Click Save
Thu, 4 Apr, 2024 at 2:16 PM
Go to the navigation menu at the top of the page Click on 'Invoices' > 'Settings' On the left hand side of the page select the Organis...
Thu, 4 Apr, 2024 at 2:17 PM
After issuing an invoice you can update the status of the invoice up until payment is received. Go to your invoice At the bottom right hand side of the p...
Thu, 4 Apr, 2024 at 2:17 PM
If you are already using your own software to generate your invoices you can still upload and issue them via JobFile to the Builder. This will allow you to...
Thu, 4 Apr, 2024 at 2:18 PM
To view all of your invoices; Go to the navigation menu: Invoices > List It will look similar to this:
Thu, 4 Apr, 2024 at 2:20 PM
Go to the navigation menu at the top of the page Click on 'Invoices' > 'Settings' On the left-hand side of the page select the Organis...
Thu, 4 Apr, 2024 at 2:21 PM