Invoice disputing and commenting
Before paying an invoice your clients are able to dispute it.
To dispute an invoice they will need to open the invoice preview (by clicking on invoice name on the grid) ➝ click ‘Message History’ ➝ insert their comments and click ‘Send’.
Then status of your invoice will change to ‘disputed’.
The account owner and staff members can respond to the client’s dispute in the same way.
You can also make comments on an invoice in the invoice history at the bottom of invoice the preview page. Click on ‘+ Add Comment’ link ➝ inserting comment and clicking ‘Add Comment’
These comments will be visible to all users of your account (owner, staff, clients, tax consultant)
Invoices can be marked as ‘paid’ in two ways:
- record payment by account owner or team leader
- online payment by clients
To record a payment go to, invoice grid ➝ choose invoices (mark check-boxes) ➝ click ‘Add a Payment’
…Or open the invoice preview (click on invoice number on the grid) ➝ click ‘Record Payment’.
To make online payment from the client side (from client’s profile), go to the invoice preview and click ‘Pay Now’.
Then follow the payment process to complete the payment.
Discounting – How can I enter a discount?
There are two ways to apply discount:
- enter a percentage discount
- enter a fixed discount
You can enter percentage discount in the special field on the invoice page.
Percentage and amount of discounts will be displayed on the invoice PDF.
Fixed discounts can be applied by entering a new item with a negative amount to the invoice body.
Difference between deleted and archived invoices
You can delete or archive invoices.
Archived invoices – you can no longer take any actions with these invoices and your client will not see them in their profile. However this invoice data will be still be included in your reports.
Deleted invoices – you cannot no longer take any actions with these invoices and your clients will not see deleted invoices. Data from these invoices will not be included in your reports.
You can reactivate archived or deleted invoices at any time.