Secure Invoicing
I am confused about emailing invoices after changing over to Secure Invoicing. We do not use the "Send Emails Using AccountRight" function in Preferences. Currently we use the "Send To" button when raising an invoice and it is sent via Outlook. Do we have to upgrade to Secure Invoicing? Will we still be able to send invoices as we do now? Regards, Lea
Showing a discount/credit on an invoice
Hi, I have a customer that paid for a service that they didn’t end up using yet, so i want to show that I have discounted their next invoice by the previously paid amount. How can I do this please? i.e. in June they paid $100 but only used services to the value of $50, leaving them with $50 in credit. In July they have another service for $100 booked. I want to show on their invoice that the service is worth $100, but they only need to pay $50 as I’m applying the previous credit. Thanks!
Can't edit or credit an invoice
I have invoices being sent as Time Billing invoices from another application that are incorrect. In the browser I cannot edit this invoice or remove it in any way. There does not seem to be a way to issue a credit. Looks like the only thing to do is to manually create a negative invoice to offset it, but it will still remain open. Is there any solution to this?Why do my invoices have multiple useless empty pages?
I'm having trouble with my custom item and service invoices. When I process an invoice that has multiple items or services, the invoice document becomes way too long (9 pages, sometimes more). All my items and services are shown on the first page (sometimes it flows onto a second page if there are many items) with the reaming pages showing all data like dates, purchase orders, payment details EXCEPT the invoice table. Just useless pages at the end of the invoice. I believe this must be an issue with the way I've set up my forms, however I have remade them both multiple times from scratch and I'm still having the same issue. I even built on the default form with the same result. Right now, I'm having to save every invoice as a PDF then split the file and discard unwanted pages and then send on to customer. Which is very frustrating and time consuming for something that should be able to be done with the click of a button. Please help!
