Sending Invoices, Receipts and Credits

To produce a sales invoice or delivery note for your customer, right-click an existing sale transaction and select Send Invoice or Send Delivery Note. You can print, email or save the PDF as required.

Alternatively, select the existing transaction and press the space bar, or click the Play icon in the thumbnail near the bottom-left corner of the screen. You can also drag and drop the thumbnail to an email compose window, the Finder or other item that accepts PDF documents.

A popup window appears containing a PDF view of the invoice, credit note, or receipt. From this screen you can:

  • Send the displayed invoice in PDF format by email, print it, save it, or open it in another app.
  • Change the customer details, e.g. address, payment terms.
  • Update your business details, e.g. address, logo, standard payment terms.
  • Change the wording of the text labels.
What else can I do?

In addition to the above, you can:

  • Show or hide currency symbols displayed on invoices.
  • Change paper size between A4 and US-Letter.
  • Switch between invoice and delivery note.

    Note: You can only toggle between sending an invoice and a delivery note. When sending a receipt, these options are not available. Where available, the option is shown in the title area above the PDF.


How do I send, print or save the invoice?
  1. Click action top-right corner in the toolbar above the invoice.
  2. In the menu that appears, choose the appropriate option.

Since customer and business fields persist from one invoice to another, once these have been set up you may find it easier to drag and drop the invoice thumbnail image into Mail.

How do I change the customer details?
  1. Click Show field editor in the toolbar above the invoice.
  2. Under the CUSTOMER section, tap the item you want to change. You can changed the Invoice Address, Delivery Address, Their Reference, Payment Terms or Email Address.

    Note: Changes to these fields update all invoices stored in the app, including past entries.
How do I change my business details?
  1. Click Show field editor in the toolbar above the invoice.
  2. Under the YOUR BUSINESS section, tap the item you want to change. You can change your business address, Logo, Signature, Standard Terms, or Footer.

    Note: Changes to these fields update all invoices stored in the app, including past entries.
How do I change the wording on the invoice?
  1. Click Show field editor in the toolbar above the invoice.
  2. Scroll down to the section titled TEXT LABELS and tap on the text label you want to change.

    Note: On the Mac platform, it is not possible to set the email body field. This field is shared with the iOS app and is present to allow it to be changed via Online Sync.


Further Information

For details of how to carry out tasks in the Customers screen, please refer to: