Invoices

Once a quote has been marked as ‘Approved’, an invoice can be generated.

Open the quote and go to the Pricing page
Click the ‘Create Invoice’ button
Click the Order/Invoice tab that now appears at the top of the page
Review, and click ‘Send pdf’ button at the top of the page or ‘Download pdf’.

To update the invoice for a received payment, just fill in the relevant details under ‘Receive a payment’ and hit the ‘Add Payment’ button.

Sync invoices to Xero

Refer to: Xero

Updating payment schedule due dates on the invoice

Go to the Edit Quote tab
Scroll down to the Payment Terms section
Click Edit Payment Term
Set the due date manually as required (the due event is not necessary). Make sure the Percentage / Flat amount selection is correct.
Click Save

Payment statuses

Unpaid - Due date is in the future, and nothing has been paid
Paid - All payments have been made and the due amount is $0
Payment due - Due date has passed and nothing has been paid

The “Status” filter corresponds to the invoice status as seen on the invoice tab:

Automatic Order creation

You can choose to have an order automatically created when a quote is accepted. To enable this, go to Settings > Admin > My Business > Invoice and Payment Terms.

Viewing all invoices

To view all invoices/orders, click on the “Orders/Invoices” tab on the top left of the app. Then, set the desired payment status to filter the invoices.