Exporting Customers Invoices/Estimates/Payment to ZIP
Go to the customer profile and click on the tab you want to export data eq. invoices
Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file.
Related Articles
Exporting Customers Invoices/Estimates/Payment to ZIP
Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file. You can choose start and end date, the ...Exporting Customers Invoices/Estimates/Payment to ZIP
Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file. You can choose start and end date, the ...Payment Modes
To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eq. Bank Bank Accounts – Description – Give payment mode description, will be shown on invoice html area. You can add ...Merging Invoices
Merging invoices is feature in Our CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but you need to create ...Record Invoice Payment
While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view will be shown including the record payment form. Keep in mind that the + Payment button will be shown ...