The Invoicing page has many features that will assist your business in staying on top of things.

In general terms, the Invoicing screen does the following:

• Create an Invoice, either Item or Service
• Create a Quote, either Item or Service
• ACTION column allows you to:
• Create a PDF,
• Edit the transaction,
• Email an OVERDUE notice,
• Delete the Invoice or Quote and
• view your customer email log.
• Send any typr of Email to your customer
• Copy or Duplicate the Invoice (recurring).

The PAID column changes the status of your Invoices or Quotes

• List Quotes.
• Convert Quotes to Invoices (Delete unsucessful Quotes).
• Money In - tells you what receipts you have allocated to your cashbook Money In.
• Not Paid - Lists Invoices that your customers haven't paid yet.
• Overdue - Lists Invoices that have reached overdue status.  Once this occurs and overdue Invoice email is available to send as a client reminder
• Paid - tells you which Invoices you have receipts payment on.  From Paid you can click to send payment details to MONEY IN in your cashbook.