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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 the Deposit invoice is created the invoice number generated automatically.
For estimate also the estimate no is auto-generated by the 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.
The selected invoice will be cloned with the 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.
The selected invoice will be displayed in a new tab with the 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 the timesheet.
How to collect Advance from Client ?
You can create a deposit invoice and send to the client.
You can collect the partial amount as advance from the client from the deposit invoice sent.
The advance amount can be added as payment in the deposit invoice. when invoice the client this advance amount is deducted.
