From the “Invoices” menu choose “Invoice Payment History”. On this page you will see all the payments that have been received by your clients against invoices and the method of payment. Use the Quick Search section to filter payments. You can filter by: Invoice Number. Client’s Business Name. Payment Method. Date Range. Amount Range. Statue of the payment. Invoiced of collected by (Staff member). The table of payments will list the ID, the Invoice Number, […]

To start invoicing your clients you will need to add them and you can do so following these steps: 1- From the”Clients” menu choose “Add  New Client“. 2- Add the new client’s details: Please Note only the requires fields are (Your client’s business name, client number and client’s  email address if you choose “Send Via Email” Invoicing method). Complete the “Client Details” field: Business Name Enter the client business name here. If there is no organization […]