• How To Convert a Proforma Invoice into an Invoice?

  Ensure legal compliance, accurate VAT reclaims, and precise financial reporting by converting Proforma invoice to invoice or VAT invoice. Follow our simple guide to get started! How to do it? When including invoice payment, click ADD PAYMENT Tick the CONVERT TO PROFORMA INVOICE checkbox (https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screensFew readers

• How to Create an Invoice? A Step-by-Step Guide!

  Here are 3 Key Steps to Issue Your First Invoice: Go to the sidebar on the left of your account and click on the "+" icon under "Invoices" Enter the required invoice details, such as a unique serial number, customer information, and details about the services or products provided. Choose whether to send the invoice immediately by clicking "Create and send" or to save it as a draft to send later by clicking "Create". Step-by-Step Guide with Screenshots:Few readers

• How to Change a Debit or Proforma Invoice Into a Credit Note?

  Crediting invoices is an important financial process that allows for correcting errors or reflecting changes in business operations. It is crucial to comply with legal requirements and properly document the credit process to maintain accurate financial records. How to do it? Issue an invoice Select the invoice you want to change from the list of invoices Expand the inFew readers

• How to Find Canceled Invoices?

  Do you have canceled invoices and want to find or restore them? With the help of this guide, you can do it with just a few clicks. Where to find a canceled invoice? FILTER CANCELED INVOICES in the general list of invoices In the result you will see a list of canceled invoices. Once you have expanded the desired invoice, it can be restored (https://storage.crisp.chFew readers

• How to Create a Recurring Invoice?

  Recurring invoices allow for efficient time-saving, ensuring accuracy, managing regular payments, and facilitating easier monitoring of invoice flow. How to do it? Open the INTEGRATIONS list In intFew readers

• How to Edit Invoices?

  Correction of an invoice may be necessary due to inaccurate information, changed payment terms, or legal requirements. It is important to follow the rules and consult with a specialist to ensure a lawful and proper correction. How to do it? Select the INVOICE you want to edit from the list of invoices Expand the desired invoice and click EDIT (https://storagFew readers

• How to Change the Due Date of an Invoice?

  Changing the payment terms for an invoice may be necessary to provide flexibility to clients, improve cash flow management, and accommodate negotiations or agreements. It allows for tailoring payment schedules to individual circumstances and ensuring compliance with regulations when required. How to do it? I. Set a single payment deadline for all customers Select SETTINGS from the menu bar (https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/settings1acagmFew readers

• How to Print, Download, or Send the Created Invoice?

  Have you created an invoice and want to print, download in the preferred format or send it directly to the customer? Here's how to do it in just a few clicks. How to do it? In the list of invoices, SELECT THE INVOICE you want to print, download or send Expand the invoice and select the relevant function from the desired invoice to PRINT, DOWNLOAD or SEND theFew readers