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 the +New button on the New Template box.
Once you have created your session, the next step is managing your registrations. Registration allows attendees to tell you ahead of time that they will be participating. Enable registration Registration helps you plan your session by letting you ...
How is instant invoice different from creating a normal invoice?
A normal invoice creation from a sales order will lead you to an invoice creation form. Here, you can configure the details to be included in the invoice like which items and how much quantity is to be invoiced. You can also enter the batch or serial ...
How to create an invoice?
To create a new invoice: - you can do so in 3 ways. Method 1: From the Invoices module: You can create a new invoice by clicking on the quick create (+) icon near the Invoices module on the side bar or by clicking on the +New button on the right top ...
How do I record partial payment against an invoice?
Recording partial payments against an invoice can be done in two ways: When you manually record payments for your invoices, and when customers pay for their invoices through an online payment gateway. When you manually record payment for your ...
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 ...