Invoicing Customers

Create an eInvoice
To create an eInvoice, simply click on Pay Tools > E-Invoices > Create
Tue, Nov 3, 2015 at 2:38 PM
Create Items
Items are predetermined payment categories that you may assign to your customers. To create items, simply click on Manage > Items > Add: ...
Tue, Nov 3, 2015 at 2:39 PM
Setup Recurring Invoices for Customers
To setup a recurring invoice, simply check the Schedule Recurring Invoice box when creating an invoice for a customer
Tue, Nov 3, 2015 at 2:40 PM
Send Invoices as a PDF
To send invoices as a PDF: Go to Pay Tools > E-Invoices  Locate the invoice you would like to send and click View On this new page, scr...
Tue, Nov 3, 2015 at 2:43 PM
Determine Invoice Status
To determine the status of your invoices, go to Pay Tools > E-Invoices, and you can sort through the status list of all of your invoices.  You can als...
Tue, Nov 3, 2015 at 3:38 PM
What reporting capabilities do I have?
You have the ability to view: Who has paid their invoice Which invoices have been opened Which invoices have been drafted Which invoic...
Tue, Nov 3, 2015 at 2:44 PM
What invoice statuses are available?
Available invoice statuses are: Draft Sent Opened Paid Closed
Fri, Sep 11, 2015 at 3:50 PM
Edit or Delete an Invoice
To edit or delete an invoice, simply go to Pay Tools > E-Invoices, and click on the Edit button on an invoice on the eInvoice dashboard.  You are able ...
Tue, Nov 3, 2015 at 2:45 PM