To generate invoices using Excel follow these steps:1. Go to "Invoices"tab2. Click "Import Invoices"3. Download the invoice import template. The template contains sample data as illustrated: 4. Save your changes.5. Click "Choose File"to select your m...
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The following tutorial applies to invoices, estimates and purchase orders:1. Go to Invoices tab2. Click "New Invoice"or select an existing invoice and click "Edit"3. Click the "+Import Items" link. 4. Download our Excel line-item import template.5. F...
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To copy your invoices follow these steps:1. Go to "Invoices"tab2. Click "Find"to locate your invoices3. Select invoices your wish to reuse4. Click "Copy" ...
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Creating an invoice is straightforward:a. Create a clientb. Create an invoice Create a client1. Go to Clients tab2. Click "New Client" 3. Fill in the form (email address is the only required field)4. Click "Save" Create an Invoice1. Go to "Invoices"t...
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To email your invoices follow these steps:1. Go to "Invoices"tab2. Click "Find"to locate your invoices3. Select invoices your wish to email to your clients4. Click "Send" ...
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To print your invoices follow these steps:1. Go to "Invoices"tab2. Click "Find"to locate your invoices3. Select invoices your wish to print4. Click "Print" ...
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The following tutorial will guide you through setting up your automated invoicing:1. Go to Invoices tab2. Click "Recurring"3. Click the "+ New Recurring Profile" button.4. Next you'll be prompted with the following screen:5. Fill in your invoice sche...
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