To create new invoice go to Sales -> Invoices and click on the button Create new invoice Select Customer, when selecting a Client the customer informations will be fetched directly from the customer’s profile. Another option is that you can click on the edit icon and directly add the desired customer informations, this also is applied for the billing informations they are […]
Category: Invoices
Invoices is quote an important part in one company management. BizIt allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Recurring Invoice
Settings Navigate to Settings Menu -> Settings -> Cron Job Create new invoice from the main recurring invoice only if the main invoice is with status paid? If this field is set to No the recurring invoice is not with status paid the new invoice wont be created — Automatically send the renewed invoice to […]
Send Invoice To Email
BizIt CRM has an option to send this invoice to client which is related. Also the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF After sending the invoice to the client if you want to send again the […]
Record Invoice Payment
While viewing the invoice click on the Record payment button and new view will be opened. Payment records can be added only from invoice. There is no option to add payment record without invoice. After payment is recorded email will be sent directly to the client to inform that payment is recorded to this invoice. […]
Invoice Overdue Notices
You can send invoice overdue notice manually or automatically with cron job. Sending with cron job To setup automatically overdue notice go to Setup -> Settings -> Cron Job If you want to send the same day when the is the ovredue set the field Automatically send reminder after to 0 otherwise set it according your […]
Merging Invoices
Merging invoices is feature in BizIt CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but you need to create another invoice for the customer and you want to prevent your customer […]