Invoice FAQ

How to auto generate Invoice & Estimate Numbers ?

If you provide the Invoice# Number as AD0001, then the next invoice number generated automatically with the series as AD0002, AD0003 …

If Deposit invoice is created the invoice number generated automatically.

For estimate also the estimate no is auto generated by previous estimate.

How to clone an Invoice & Estimate ?

Click on the settings icon at the right of the invoice to clone.

A popup listed with options where you can choose Duplicate.

Selected invoice will be cloned with same status.

How to print/export an Invoice & Estimate ?

Click on the settings icon at the right of the invoice to Print / Export to pdf.

A popup listed with options where you can choose print / export to pdf.

Selected invoice will be displayed in a new tab with print format.

If you select export to pdf, the invoice displayed in a new tab with pdf format.

Can I edit an invoiced time entry / expense ?

By default the imported values displayed in Quantity / hours and Rate / unit.

you can edit or modify the Quantity / hours or Rate / Unit, Rate / unit and expenses imported from time sheet.

How to collect Advance from Client ?

You can create a deposit invoice and send to the client.

You can collect partial amount as advance from the client from the deposit invoice sent.

Advance amount can be add as payment in deposit invoice. when invoice the client this advance amount is deducted.