User Manual

Invoices

The CRM -> Invoices section contains a list of all invoices, quotations, and order confirmations.

This page allows:

  • creating and editing invoices,
  • seeing the details and payment statuses of invoices,
  • filtering and exporting invoices.

Jump to:

  1. Tips and tricks.
  2. How to send a Quotation, an Order Confirmation, or an Invoice?
  3. How to add my company logo on documents?
  4. How to choose which company details are printed on documents?
  5. How to edit the invoice layout?
  6. How to add footers to documents(e.g. terms and conditions)?
  7. How to display images of products on invoices, quotations, and order confirmations?

Tips and tricks

  • Click Create to add a new invoice.
  • Click Choose columns to choose which columns to display.
  • Drag the columns to rearrange them.
  • The table can be searched and filtered (see Usage tips for wildcards).
  • It is also possible to create an invoice without a relation to a Customer Order.