Understand invoicing in 9 mins- Watch Videos here

Invoicing Videos - Watch now

The videos provide you with an overview of how to locate, generate, issue and adjust invoices before sending to clients. As well as key reports that you can run to view your invoicing data.

For in-depth information for each section, refer to the relevant invoicing article in Helpdesk.

Watch video 1: Generating pending invoices (3 min)

In this video you'll learn more about:

  • Generating pending invoices and viewing invoice data.

 

Watch video 2: Issuing your invoices (1 min)

In this video you'll learn more about:

  • Issuing your invoices to clients.

Watch video 3: Making adjustments to your invoices (3 min)

In this video you'll learn more about:

  • Making adjustments to invoices through either reissuing an invoice, or issuing and applying a credit note.

Watch video 4: Run invoice reports (2 min)

In this video you'll learn more about:

  • Running invoice reports.

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