B2B
Invoices
Pro-forma and tax invoices, payments and due dates.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
When a payment arrives, a due date passes, or a company asks for a statement.
Step by step
- 1
Open the invoice and record the amount and transfer number with Record payment.
- 2
For a manual invoice, click New invoice.
- 3
Send the Invoice page or Statement to the customer; cancel a wrong invoice with Void.
Common mistakes
- Don't delete an invoice; void it, as the financial record must stay.