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Category : Invoice

Shipping on Invoices

How do I add shipping charges to my invoice? Adding shipping charges is very simple; Step 1. Go to expense on your invoice and choose new expense (if this is a onetime expense please check onetime expense) Step 2. Expense name and description Step 3. Select category from drop down menu (remember if it is not

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Easy Quick Invoicing

Hi this is Cheun. Today I’m going to show you how to create an invoice. Find who you’re billing First off, I will start by finding my contact on Web Suite Pro which I’m going to bill. I’ll type in the name in the search bar located on the top of the page. I’m gonna

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How do I add and apply credit?

On the main menu please select ‘Sales’ Under invoicing, please select ‘Outgoing Invoice’ At the bottom of the Outgoing invoice page, please select ‘Edit Invoice’ Under ‘Invoice items’ please select ‘New Charge/Credit’ from the drop down menu A Charges/ Credits section will now appear on your screen Please be sure to enter in the amount

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What is the status of the invoices?

The status if the invoices are Inactive, Paid, Pending, Draft, Disputed, Active, and Date Range The status of an invoice will be to the left of the invoice number and the company name. If you want to know all the invoices that share the same status you can look them up by selecting the status

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How do I add notes on my invoice?

Under main menu please select ‘Sales’ Under invoicing please select ‘Outgoing Invoice’  Find the invoice you would like to change and select its number On the bottom of the invoice page please select ‘Edit Invoice’ Once on the ‘Edit Invoice’ page, please select ‘Invoice Details’ More options will now appear which includes the following; Staff,

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How do I skip inventory check on my invoice?

On the main menu please select ‘Sales’ Under invoicing please select ‘Outgoing invoice’ Once on the ‘Outgoing invoice’ page, please select the invoice you would like to change and click on its number At the bottom of the selected invoice please select ‘Edit Invoice’ Please Note there is a blue tool bar which has the

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How do I set late payments?

On the main menu please select ‘Sales’ Under Invoicing please select ‘Add invoice’ Once you have added all the necessary information required you may save, send, or make it recurring, or set late payments which is located at the bottom of the page

How do I create Recurring Invoices?

On the main menu please select ’Sales’ Under invoicing please select ‘Add Invoice’ Once you have entered all the necessary information required you may save, send, or make it recurring, or set late payments which is located at the bottom of the page

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