Invoicing
All about invoicing, payments, promotional credits, refunds, fees, and more
- One-time Invoices (Basic): Create, send & set up reminders
- Invoices (Basic): Offline payments, discounts & promotional credits
- Time entries (Basic): Edit, delete, link to jobs
- Services (Basic): Create, edit, archive & delete
- Invoices (Advanced): Correct invoices & payments
- Invoices (Basic): Lock docs to invoices
- Invoices (Advanced): Pay on Behalf of a Client
- One-time invoices (Basic): Create & apply templates
- Invoice List (Basic): Filter, Search, Print
- Invoices (Advanced): Process Refunds
- Payments list (Basic): Filter, search, delete & view info
- Invoices (Advanced): Hide Invoices From Clients
- Recurring invoices: Overview
- Invoices (Advanced): Enable Prepayment for Clients
- Proposals & Recurring Invoices: managing which contact(s) have signatory authority
- Invoices (Basic): Edit, print, download, delete
- Invoices (Basic): Manage overdue invoices
- Invoices (Basic): Share payment link and paid invoice
- Services (Basic): Add to invoices
- Services (Advanced): Copy & sync QuickBooks