Simply click the Convert to Invoice option in the Action tab, choose if you would like to send the invoice to your customer and click on Submit. Once a customer approves your estimate, the next step is to generate a tax invoice which can be used for accounting and payment. The actions that can be performed on your estimates are very similar to those for the invoices barring one major difference which is mentioned below. The share on Whatsapp feature enables you to quickly share your invoice with customers using your own Whatsapp account directly from the Swipez dashboard. Use this feature if you need to copy the web URL for a particular invoice to be shared with a customer via other communication modes. If you would like to completely delete an unpaid invoice for any reason click Delete in the Action menu. Using the comments function ,you can add notes to your invoices for internal communications between your teams members.
Then, check in on the status of your sent invoice. The client simply clicks on the link or the attachment to see the invoice.
Cancel invoice simple pdf#
You can include a link to your invoice in the email or send them a PDF of the invoice as an attachment.
Cancel invoice simple generator#
On the Update invoice page you can make the relevant changes and click on the Save & Send button. Our invoice generator gives you two easy options to send an invoice. You can also to edit a created invoice or estimate by selecting the Edit option. Click on the Settle Invoice button to save changes. create a corrective PO with the related inventory and.
Cancel invoice simple Offline#
You can even choose to send your customer a receipt for an offline payment by toggling the Send the receipt to customer button. If the invoice is already posted you cannot simply cancel it. On the Offline payment pop up you can input payment details such as the transaction type, reference number, date, amount etc. The Settle functionality lets you keep track of the payment details for a particular invoice or estimate to ensure your bookkeeping is completely accurate. If you have received a payment for an invoice or estimate through an offline mode and not one of Swipez's convenient online payment options you can keep track of that by clicking on Settle. If you want to make changes or simply view an invoice, simply click on the Action button to pull up a list of actions you can perform on the invoice of your choice. On the Action menu there are a host of functions you can choose to carry out on your invoices/ estimates. Once you are on the Invoice/Estimate list page you can search for your invoices or estimates.įilter your Search according to Sent date with the customizable date picker, Request type, and payment status.Ĭlick the Action button to pull up a list of actions you can perform on the results of your search request. Navigate to the Sales -> Invoices / Estimates. How do I delete a customer invoice If youve published an invoice and its the the most recently created invoice, under More you can choose Amend invoice.
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