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Sales & Invoicing

Customers, quotations, invoices, payments and reminders.

14 guides 14 videos · 12 min

Customers and prices

2 guides
46 s Add a customer Save a customer once with their email, address, tax number, price list and currency, and use them on every quotation and invoice. 5 steps Video guide Open → 53 s Set special prices with price lists Give groups of customers their own prices, percentage discounts or quantity breaks, used on invoices, quotations and the till. 7 steps Video guide Open →

Invoices

5 guides
1:05 Create and send an invoice Make an invoice for a customer, issue it to your books and email it with the PDF attached. 7 steps Video guide Open → 30 s Void an invoice Cancel an issued invoice that has no payments. It stays on record with its number and comes out of your books. 4 steps Video guide Open → 37 s Give a discount on an invoice or quotation Take a percentage off any line of an invoice, quotation or recurring invoice; tax is worked out after the discount. 5 steps Video guide Open → 51 s Bill customers automatically with recurring invoices Set up an invoice that repeats every week, month or year, and choose whether each one is a draft, issued or emailed. 6 steps Video guide Open → 51 s Invoice in another currency Bill a foreign customer in their currency; your books stay in your own currency at the day's rate. 5 steps Video guide Open →

Quotations

3 guides
58 s Create and send a quotation Offer prices to a customer with a quotation, email it with the PDF, and let them accept and sign it online. 7 steps Video guide Open → 52 s Let customers accept and sign quotations online Your customer opens the link in the quotation email, signs with a finger or mouse, and the quotation becomes a sales order. 5 steps Video guide Open → 50 s Turn a quotation into a sales order and invoice Confirm a quotation the customer agreed to, then create the invoice from the sales order in one click. 6 steps Video guide Open →

Payments and credits

3 guides
45 s Record a customer payment Mark an invoice as paid or partly paid when the money arrives, and see the payment in your books. 5 steps Video guide Open → 46 s Send payment reminders Remind a customer about an overdue invoice with one click, or let Owlvix email reminders automatically. 5 steps Video guide Open → 51 s Issue a credit note and refund a customer Credit all or part of an invoice for returns or price corrections, and record the money you pay back. 7 steps Video guide Open →

Settings

1 guide
40 s Set up tax rates Add the VAT, GST or sales tax rates you charge, so invoice and bill lines work out tax for you. 5 steps Video guide Open →

Related topics

Finance & Accounting E-Invoicing Tax Returns Inventory Purchases Multi-Warehouse Manufacturing Point of Sale E-commerce Store Company Website CRM Helpdesk Appointments Rental HR Management Attendance Payroll Expenses Recruitment Projects

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