• Creating an Invoice and Adding Payments

  After the estimated services are carried out, navigate to the workorder’s page on the client's profile to change the status from “New” to “Complete”. Changing the WO status You can either manually change the WO statuses or you can tick the box in front of the "Description" field and click on the "Complete Selected" to automatically change the statuses of all the services to "Completed". (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/snimok-ekraSome readers

• Invoice Statuses

  Invoice statuses help you to filter the invoices that exist in the system. To access the list of all existing invoice statuses, navigate to "Invoices" ⇾ "Invoice Statuses". The “Invoice Statuses” can be added and edited. To edit an existing invoice status, click on the "Pencil" icon. To add a new invoice status, click on the "Plus" icon, in the pop-up winSome readers

• Invoices

  The “Invoices” section of the “Invoices” module allows you to access the list of all existing invoices in one place. The invoices are divided according to their invoice statuses for quick access. The "Invoices" section offers various filtering options for easy access. To find invoices issued by a specific estimator, click on the “Select Estimator” field and choSome readers

• Late Payment Fees

  In the "Late Payment Fees" section of the "Invoices" module you can access the overdue statistics for the invoices. The information on the chart is presented by years and months. Below you will find the overdue invoices separated by years. To filter the list bFew readers

• ACH Payment Method

  We have added an ACH payment method. Having an ACH payment method can offer a more cost-effective, secure, and efficient payment processing solution for businesses and their customers, while also providing greater control and convenience. Navigate to the client’s profile, click on “Add payment” and choose ACH in the “Payment Method” dropdown. (https://storage.crisp.chat/users/helpdesk/websFew readers