Let’s see how to record receipts against Invoices Go to Income > Receipts Please click on New Receipts Select tab Against Invoice. Complete the fields as follows:Money Received from: Select the customer from the drop-down from whom the payment is received.Receive date: Enter the date on which the payment is received.Deposit to the Account: Select the …
Imagine you have the customers’ data stored in another system and you want to import it into Envoici. Let’s see how you can import contacts like customers’ or vendor’s lists from a file easily. Please follow the below-mentioned steps: 1) Log in to Envoici and go to Income -> Customers 2) Click on the ‘Import …
Let’s see how to delete an Invoice Go to Income > Invoices and click on Invoices You will all the Invoices on the screen with the action button. Click on Action you will get two options: 1) Edit – This option allows you to make changes to the Invoice. 2) Delete – This option allows …
Envoici makes it very easy to create beautiful invoices. Let’s see how to create an invoice for the first time. With Envoici you can create 2 types for each invoice: 1) Credit Invoice (Used when the payment is expected in the future)2) Cash Invoice (Used over-the-counter sales) Let’s see how to create a Credit Invoice. …
An Export invoice is an invoice which is raised in a currency other than your home currency. For Ex. if you are based out of Barbados and your home currency is BBD, you can raise invoices for a customer in the United States in USD and it will be termed as an Export Invoice. An …
You can create Estimates or Quotation via the following steps: 👉 From the Income menu click on Estimates. Click on New Estimate. Now follow these steps: 1) Select an existing customer from the drop-down box. You can also create a new customer by clicking on the + icon.2) The Estimate number will be auto-generated.3) Enter …
Creating a customer in Envoici is very easy. There are 2 ways you can add a customer. You can either do a quick customer creation from an invoice or you can also add a new customer from the Income > Customer window. 1. Add customer from the Invoice Creation screen When you select a customer …
Envoici offers the facility to print certain information which will be printed permanently on each invoice. This feature can be used for printing: 1) Bank Account Details for receiving money2) Payment Terms and Conditions3) Late Payment Fees4) Delivery Details5) Warranty Terms6) Return or Replacement Policy Or any other details which you feel will make your …
How to add Customer notes / Terms and Conditions on the Invoice? Read More »
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