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invoice [2014/10/28 11:30]
Lisa Adams
invoice [2014/10/28 11:38]
Lisa Adams
Line 27: Line 27:
 | Taxes | | Apply or deduct taxes to the invoice. If you have your tax settings set at [[tax]] then the invoice will by default comply with those settings | | Taxes | | Apply or deduct taxes to the invoice. If you have your tax settings set at [[tax]] then the invoice will by default comply with those settings |
  
 +==== To create an invoice: ====
  
 +  - Go to the client’s account in SnapBill and click Invoice center.
 +  - Select the document you want to create, i.e. Invoice, from the left navigation menu.
 +  - In the Invoice editor table enter the description,​ unit cost & quantity for your first invoice line. To add another line in your invoice click the green ‘plus’ icon. To delete a line click the red ‘cross’ icon.
 +  - When you have finished click the Save as Invoice button.
 +
 +<WRAP tip>​SnapBill will automatically send your invoice to the client you have selected and store a copy in the Invoices table on the client’s account.</​WRAP>​
 +
 +==== To edit an invoice: ====
 +
 +  - Go to the clients account.
 +  - Click the invoice number in the Invoices table.
 +  - Click Edit Invoice.
 +  - Use the Invoice Editor screen and the (change settings) link to make changes to the invoice.
 +  - Once complete click Save as Invoice.
 +
 +<WRAP tip>A new invoice with unique invoice number will now be created and the old one will be marked as deleted.</​WRAP>​
 +
 +==== To cancel an invoice: ====
 +
 +  - Go to the clients account.
 +  - Click the invoice number in the Invoices table.
 +  - Click Cancel Invoice.
 +
 +The invoice will be marked as deleted.
 +
 +==== To resend an invoice: ====
 +
 +  - Go to the clients account.
 +  - Click the invoice number in the Invoices table.
 +  - Click Send to client or Send again.
 +
 +The invoice will be resent to the client.
  
  
  
  
invoice.txt · Last modified: 2014/11/05 12:08 by Lisa Adams