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Accounts/Invoices

Accounts List

  • Invoice list shows number (with link to invoice), who to, amount, and whether paid, sent or exported.
  • Ticking any of the boxes updates the record in real time without page reloading.
  • List only shows invoices not sent.
  • Search for other invoices by number, company and date.
  • Link to view and add new sales items with amounts, nominal codes and descriptions.
  • Link to export invoices and customer records to Sage. (Can export to other accounting packages on request).

Invoices

  • Create manual invoices or have them automatically created from event bookings or subscriptions.
  • Print invoices or save as PDF files and send as email attachments.
  • Invoices sent by email can be linked to standard emails (for both paid and unpaid invoices) to save typing a new email each time.
  • Quickly access invoices for a customer from within their record and see an account summary.

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