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Money and invoices

Invoices, payments, tax rates and accounting exports. 10 guides.

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  • Creating a new invoice

    Pick a customer, add lines, check the tax estimate and create an invoice, or start one from a repair order.

    For
    OwnerAdministratorService advisor
    Hosting
    Any hosting
    Devices
    Web browser

  • Invoices and payments

    Read invoices, record a payment safely and understand how paid, balance and status stay in step.

    For
    Service advisorAccountantAdministrator
    Hosting
    Any hosting
    Devices
    All devices

  • Invoices on the Mac

    See each invoice with its total and balance, make a new invoice by hand and record a payment taken outside the app.

    For
    Service advisorOwner
    Hosting
    Any hosting
    Devices
    Mac

  • Payments, money in

    See every invoice that still has a balance and record a payment against it from one list.

    For
    OwnerAdministratorService advisor
    Hosting
    Any hosting
    Devices
    Web browser

  • Print repair orders and invoices

    Print any repair order or invoice as a PDF in your own name, logo and colours.

    For
    Service advisorOwnerTechnician
    Hosting
    Any hosting
    Devices
    All devices

  • QuickBooks exports (IIF and Online CSV)

    Understand what the QuickBooks Desktop IIF file and the QuickBooks Online CSV files contain, how names are cleaned and how to import them.

    For
    AccountantAdministrator
    Hosting
    Any hosting
    Devices
    All devices

  • Take card payments on invoices with your own Stripe account

    Save your own Stripe key once, make a payment link for an invoice, and let the customer pay from a page in your name.

    For
    OwnerService advisor
    Hosting
    Any hosting
    Devices
    All devices

  • Tax rates and invoice tax

    Enter your own tax rates, choose defaults and rounding, finalise invoices with tax, and export the UK VAT worksheet.

    For
    OwnerAccountant
    Hosting
    Any hosting
    Devices
    All devices

  • The invoice page

    Read one invoice, work out its tax and finalise it, and record a payment against it.

    For
    OwnerAdministratorService advisor
    Hosting
    Any hosting
    Devices
    Web browser

  • The Tax settings screen

    Add tax rates, turn them on or off and choose the default rate for each kind of invoice line in Business settings.

    For
    OwnerAdministrator
    Hosting
    Any hosting
    Devices
    Web browser