Knowledgebase

To Do This: If you have an outstanding amount you need to clear, the Write Off function is best used to clear this. Within your

To Do This: Within your Contract, head to the Invoices tab. Select ‘+ Add Invoice’ and select ‘Credit’ as your Invoice Type. Select an ‘Invoice

To Do This: In the Main Menu, head to the Admin section and select ‘Manage Nominal Codes’. Select ‘+ Add New’. Enter the Code and

To Do This: In the Main Menu, head to the Admin section and select ‘Manage Targets’. Select ‘+ Add Monthly Targets’. Select the calendar icon

To Do This: In the Main Menu, head to the Admin section and select ‘Manage Invoice Types’. Select ‘+ Add New’. Enter the Invoice Type

To Do This: Add a payment against the invoice as normal. Always remember to save the details. Head to your Templates tab and select ‘Customer

To do this: Within the Invoices tab, select Add Invoice. Select ‘Credit’ as your Invoice Type and enter the date you’d like to raise it.

To do this: Select ‘+ Add Invoice’. Enter the Invoice Type and the date you’d like to raise it (Please note this can be back

To do this: Within your Contract, head to the Invoices tab and select ‘+ Add Invoice’. Enter the Invoice Type and the date you’d like

To do this: Click the edit button on the invoice you’d like to add a payment too. Scroll down to Payments and enter the date

To do this: Within your Contract, head to the Invoices tab and click the edit button on the invoice you’d like to edit. Click on