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Statements

Posted on 10th July 201910th July 2019 by support

From the customers screen there are several ways to generate a customer’s statement. By default, the statement viewer will open in simple HTML view. Once you’ve found the customer and time period you need, press the PDF button to generate the statement.You can download the statement for use later, or use the Send button to…

Create and Send an Invoice

Posted on 2nd January 201710th July 2017 by support

To make a new invoice, go to Customers. Then Click +New invoice at the top. There’s no need to create the customer first. You’ll be prompted to select which customer your invoice is going to – if this is a new customer, just type in the name of the customer. Once the new invoice opens,…