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invoice [2014/10/28 11:30] Lisa Adams |
invoice [2014/10/28 11:38] Lisa Adams |
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| 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. | ||