How can I convert an estimate into an invoice?
To convert an estimate to an invoice, follow the below steps. Go to the Estimates tab under the Sales dropdown on the left navigation pane. Select the the estimate you want to convert to invoice. Click on Convert to invoice. Check the required ...
How can I associate a sales person with a particular invoice?
One sales person may be associated to a particular invoice. You can do this by, Opening the specific invoice. Go to the ‘Sales person’ field. Select an existing sales person from the drop-down to associate him/her with the invoice.
How do I monitor the status of my estimates/invoices?
Monitor Estimate Status Estimates can be viewed according to whether they’re ‘Sent’, ‘Accepted’, ‘Declined’, ‘Invoiced’, ‘Client Viewed’ or ‘Expired’ (Note : An accepted estimate might show up under all three ...
How do I turn off/on auto generation of invoice numbers?
To turn on/off auto generation of invoice numbers, click on the tiny settings button right next to the field ‘Invoice number’. Here you can choose to either enable or disable auto generation. This can be done both while converting an estimate into an ...
How do I customize my invoice?
Go to Settings > More Settings > Templates and select the invoices tab. You can edit the predefined invoice templates by clicking on the Edit button that appears when you hover over them. You can also create a new invoice template by selecting ...