Invoices
Create, send, edit, void, and track invoices and quotes.
How manual and automated receipts work
Exporting invoicing data
Scheduled sending for invoices
Navigating and managing your invoices
Understanding quote and invoice visibility and access controls
Understanding quote and invoice statuses
Outstanding vs. overdue: What's the difference?
The difference between internal notes and customer notes
Tax inclusive vs. tax exclusive
Managing and using saved items
Converting quotes to invoices automatically
Sending and resending an invoice or quote
Voiding and deleting invoices and quotes
Editing sent invoices and quotes
Managing and using quote and invoice templates
Create a draft invoice