Use the links below to find out how to use our sales management module including client billable & invoicing.
- Sending Items for Customer Approval
- Checking If a Customer has Approved an Item
- Authorising Billable Items as a Customer
- Creating an Invoice
- Changing the Bank Details on an Invoice
- Changing the Currency of an Invoice
- Approving an Invoice as a Customer
- Partial Payment
- Exporting an Invoice Statement
- Sending a Saved Invoice to a Customer
- How to Credit Note an Invoice
- Invoice Statements- Exporting and Generating Customer Statements
Still got a question? Check out our Sales Management FAQs.