Invoicing [User Guide]

If you have clients that you need to generate invoices for, you can follow this guide which covers:

    • Invoicing workflow
    • Tests & checks before generating invoices
    • Generating invoices (from pay data)
    • Editing invoices
    • Issuing invoices
    • Emailing invoicees
    • Credits & edits
    • Receiving payments & transaction history
    • Reporting
      • xero export
      • myob export
      • invoices export
      • sales report

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