Invoice Management (Invoice App)

Our Invoice app with simple interface, integrated automation and PDF invoice generation is designed with your convenience in mind. You now can manage the commercial documents including receipts or tax invoices. Besides, there are many tools for you to create a professional and customized email invoices to your customers.

Create Quotation
A quotation is a formal statement setting out the estimated cost for a particular job or service. It can be found under Invoice app. Click Create Quot...
Mon, 20 May, 2019 at 1:53 PM
How to handle a quote
With a Quote, you can edit the content until it is perfect and accepted by your customers. After an invoice is good enough, below actions can be done:...
Mon, 20 May, 2019 at 1:52 PM
Create Pro-forma invoices
Manual Invoices - Invoices sent to ask for money that you are owed Manual invoice can be generated from Quote or created freshly as below Click New I...
Mon, 20 May, 2019 at 1:57 PM
How to handle an Invoice
After an Invoice is created (either from Quote or freshly created), its status is Draft. 1. Edit a Draft invoice until it is perfect and accepted by you...
Mon, 9 Dec, 2019 at 10:21 PM
How to provision the items in an invoice
Invoice app only support 2 types of provisioning: Subscription/order purchase Subscription extension Subscription add-on addition are not suppor...
Mon, 20 May, 2019 at 1:27 PM
Allocate credit/ payment to invoices
You have some ways to add payment to an invoice to mark it paid: Auto allocate: Invoice will be Paid automatically when the customer does top-up or using ...
Wed, 11 Dec, 2019 at 12:12 PM
Set up Template for Invoices
The template refers to template of Unpaid invoice (Invoice generated for a sales transaction) Paid invoice (Receipt sent after a successful purchase, ...
Mon, 20 May, 2019 at 1:32 PM
Transaction tab
After a Payment is added to an invoice, it is automatically synced to the Transaction list. Here, you can convert a payment from Reconciled to Unreconci...
Mon, 20 May, 2019 at 1:56 PM
Invoice number
Settings: Go to Portal Settings > Invoice > Invoice number An invoice number is a unique, sequential number assigned to each invoice. When used...
Tue, 27 Aug, 2019 at 11:32 AM
Types of invoice
There are 3 types of invoice in the system: Top up invoice Proforma invoice Tax invoice 1. Top up invoice 1.1. What is a top-up invoice  This is the...
Wed, 29 Jan, 2020 at 3:32 PM