How to use the Invoice date and Due date sort option for the invoices?
Navigation: Invoices --> Invoice Number --> Sort
The two new
options are available for the sort of invoice.
the "Invoices" module from the left panel and select the “Invoice
Number” sort option, and the user can quickly sort the quotes based on the
“Invoice Date” and “Due Date.”
The invoice dates and due dates are essential for the
business to take swift action, and hence our new update will help them decide on
How to use the Quote date and Expiry date sort option for the quotes?
Navigation: Quotes --> Quote --> Sort The two new options are available for the quotations sort. 1. Select the "Quotations" module from the left panel and select the “Quotation Number” sort option, and the user can quickly sort the quotes based on ...
How to Use Quotations & Invoices Reports?
Quotations and Invoices Reports help you get a better understanding of your collection and payment process. It allows you to export the quotation and invoice-related data which can be used to slice and dice and retrieve meaningful insights. Using ...
How to bulk update Invoices?
Navigation: Invoices The bulk action on the Invoice module has three action buttons: Update Field, Send to the customer and update the status. This helps users update the line items in a single click for multiple invoices. 1. Select the “Invoices” ...
How to Mark an Invoice as Paid?
An invoice can be marked as paid as and when the customer pays the invoice. An invoice, once sent, can be marked as paid, partially paid, or bad debt. Marking an Invoice as Paid Click on the "Invoice" Icon in the Menu. In the Invoices Listing Page, ...
How to create an Invoice on the Zuper iOS Mobile App?
An invoice is an accounting document that field service businesses send to their clients to request payment for the services rendered. An invoice can be marked as paid as and when the customer pays the Invoice. 1. Select the "Invoices" module from ...