Contents
Invoices, quotes and reports
Invoices, quotes, credit notes, Financials and QuickBooks.
The three things you'll do first
In this section
6 articles- Financials, reports and QuickBooksSee revenue and balances in Financials and export your transactions for QuickBooks.
- Making and sending an invoiceMake an invoice for a visit, send it, and mark it paid.
- Deleting or voiding an invoiceRemove a draft invoice or void a sent one.
- QuotesSend a quote and turn it into a booking.
- Credit notesReduce what a customer owes on an invoice with a credit note.
- Payment links on invoices and quotesLet customers pay an invoice or quote online from its link.
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