Creating and Managing Invoices

How do I add a customer to my ‘Directory’?
You’ll automatically find customer data from your Quickbooks Online account in your ‘Directory’. At the moment, you can’t add or edit customers in your ‘Dir...
Tue, 10 May, 2022 at 3:14 AM
How do I edit a customer’s details?
You can edit your customer’s name and email address in ‘Get Paid’.   When adding a new invoice, follow these steps: Select ‘add an invoice’  Select the...
Mon, 29 Aug, 2022 at 5:48 AM
How do I add an invoice?
There are three ways to add an invoice. Add your invoice in ‘Get Paid’. Click ‘Add invoice’ and enter the invoice details. Your invoice will also appea...
Tue, 24 May, 2022 at 12:56 AM
Can I edit an invoice?
Yes, on Get Paid, go to ‘To Be Requested’ to edit outstanding invoices. We recommend you edit your invoices on ‘Get paid’, to keep your Fincent and Quickboo...
Mon, 29 Aug, 2022 at 5:43 AM
Can I delete an Invoice?
You can delete outstanding invoices, that haven't been requested, in ‘Get Paid – To Be Requested’ section. Invoices that have been 'Requested'...
Mon, 29 Aug, 2022 at 5:43 AM
My invoice document is tagged as an invoice in Fincent ‘Files’. Can I delete the document or remove the tag?
To delete a document that’s been linked to an invoice, go to ‘Get Paid- To be Collected’, edit the invoice, and delete the attachment. When the document is ...
Wed, 1 Jun, 2022 at 10:53 PM