Invoices

Including a PayPal link on your PDF sales invoice can assist customers to pay directly to your PayPal account. Clicking the link opens the PayPal website and prompts the customer to make payment.

Go to the Settings tab and click on the appropriate Organisation. Insert your PayPal email address and fill in a Link Text and/or activate the logo for display.

Further explanation of the options can be found in the Add or Edit an Organisation help document.

You can now automatically send an email to your customers for each of your recurring sales invoices. If you specify this option, the system will automatically create a PDF invoice when your recurring invoice is created, and this will be emailed to the customer. You can also send a copy of the email to yourself as confirmation.

You can now customise the Quantity and Unit Price fields on your invoices. For example, if you usually charge out services on a per hour basis, then you can change the Quantity field to read Hours instead.

To do this, click on your organisation's name in the Settings tab, and then go to the PDF Options tab. From there, you can specify the headings that you you wish to use.