• Manage Invoicing-Action Column

    Your Action Column gives you many handy tools to assist you.

    All your Invoicing OptionsThe Action column provides you with simple functionality to perform the following tasks:

    In order of appearance;

    PDF - Create a PDF for Invoices and Quotes to Print.

    EDIT- You can Edit an Invoice or Quote which can then be printed or resent.

    OVERDUE - This will flash if the Invoice hasn't been paid.  Click to generate an OVERDUE email to send.

    DELETE- Delete quotes that are unsuccessful or Invoices that you no longer require.

    EMAIL LOG - this log shows the emails you've sent to your customers

    EMAIL - generate and send an email communication of your choosing.

    RECURRING - click this to Duplicate and Invoice, edit and resend.  Invoice numbers will automatically Index. Handy for sending invoices to customers where the Sale is the same each time.