Invoicing

Invoicing

Can I run a monthly account for a customer?

Yes. The system will either take payment at the end of the month if your customer has signed up to Go Cardless or it will send them a statement.

What will the invoice look like?

You can select from various styles and colours, enter your logo in the setup and it will appear on the invoice.

Can I delete an invoice?

Yes, you can void an invoice and it will not appear in your sales figures.

Can I save an invoice for completing/editing later?

Yes. Save as a Draft, it will not be sent to your customer until you are ready.

Can I create an invoice whilst offline?

Yes, the invoice will queue on your phone/tablet and automatically download when you get a decent signal.


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