Incomings: Quotes | Invoices | Customers | Products | Services
All information related to quoting, invoicing and customers
- How do I create and send a quote?
- Why convert a quote into an invoice?
- What are the different quote statuses?
- Where can I see my unpaid invoices?
- Where can I find customer contact details?
- How do customer invoices with split installments appear in my forecast?
- Which quotes appear in cash flow forecasts?
- Are my sales forecasts automatically updated each month?
- How are sales forecasts calculated?
- What should I do to ensure accuracy of my incomings forecast?
- How do I add my products and services?
- How to change the payment terms on invoices
- Can I edit the invoice numbering?
- How do I customise my document templates including quotes, invoices and sales receipts?
- Video: Create a new invoice with Business Finance Assistant
- How do I create and record a credit note for an invoice that I’ve created using Business Finance Assistant?
- How do I create and record a credit note in respect of an invoice that I’ve created using a separate invoicing system?
- How can I delete or cancel an invoice?
- How can I get notified of unpaid customer invoices?
- Can I set up recurring invoices?
- How can I create a draft invoice?
- How do you change a 'draft' invoice into a 'finalised' invoice?
- How can I create one customer with multiple recipients for a client with several branches but with same invoice address?
- How can I send a customer statement?
- How can I set up my invoices to include the VAT% so I can charge the tax to my customers?
- How can I add shipping fees \ delivery charges
- How do I add a line of text to my invoices?
- How can I add a customer reference number?
- How can I edit customer details
- How can I add a description to my invoice