Docs

Credit

Functions	Sub-Functions	Description
Description		Line item can be defined here.
Unit Cost		Cost per unit.
Quantity		Number of units
Line Total		Cost X quantity = line total
Add New Line Item		Adding an additional line / another specific charge.
Add Saved Line Item		Add a line item that is for example commonly used or described specifically. This would be previously saved under “Save Line”.
Remove Line		Delete a line / charge on the invoice. Do this by clicking on the red X at the end of the line.
Save Line		if you use common line descriptions, you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line.
Send via Email		By marking this, the invoice will automatically be sent to the client, by unmarking the email will not be sent to the client. See also Email System Setup to set an email delay time to undo the sending of messages.
Save as Draft		The invoice can be saved in a draft state. Draft invoices can be edited/deleted/saved as an invoice.

By clicking on the “(change settings”) link in the first line under the table header, you will able to adjust these particular invoice settings:

Functions	Sub-Functions	Description
Invoice Date		Date when the invoice was captured.
Due Date		Select a due date for the invoice.
PO Number		This is an optional function if you work with Purchase Order numbers.
Discount		Apply a discount to the invoice.
Payment Method		Select the payment method applicable to the invoice.
Taxes		Apply or deduct taxes to the invoice. If you have your tax settings set at Taxes then the invoice will by default comply with those settings.

You are able to manually apply a credit to your client's account:

In this instance, a Credit Note will not be saved, but the credit will be applied and recorded in the Activity Log.