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 ...
Invoice Form Overview
Being a crucial part of the payment process, the New Invoice Form holds an array of important fields, sections, and tables. Here's all you need to know about the components of your Invoice Form. Customer & Job Details Section This section captures ...
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 integrate and use Wisetack with Zuper?
With Zuper Pro’s consumer financing powered by Wisetack, your customers will have the option to finance their jobs when you send estimates and invoices. Now the customers can get loans from Wisetack to pay for field services. With the Wisetack – ...