Invoicing

How to Create an Invoice on your Platform
You can create an invoice in the following steps: 1. Click on the Sales tab on the left side bar. 2. Click on Invoices. 3. Click on the Create N...
Sun, 24 Aug, 2025 at 8:54 PM
How to Set Platform - Reminder Settings for Invoicing
By default, all platforms have a global reminder setting accessible from the invoices page. When an invoice is created and shared using the "Share ...
Sun, 24 Aug, 2025 at 9:11 PM
How to Set Custom Reminders for Specific Invoices
You can customize reminders for a specific invoice: 1. Open the invoice by clicking it's card 2. Click on the "More Icon" (top-right) ...
Sun, 24 Aug, 2025 at 9:19 PM