Invoices

There are three types of invoices a user can create: recurring invoices, work order invoices, and manual invoices. Manual invoices and Recurring invoices are covered within the Accounts Receivable chapter. Work order invoices are covered under the...

Manual invoices are created from a customer record. Manual invoices may be created for several different situations including: Over the counter part sales Pro-rated recurring services Permits & Fees Invoicing a customer for...

An Invoice may be edited if the following conditions are true: No payments have been applied to the invoice. The invoice has not been mailed or emailed to the customer. The user has permissions for editing invoices. To edit an Invoice, you mus...

For customers where the delivery method on the customer setup is set to "Print", invoices and credits will be sent to a delivery queue for printing.  When invoices are selected for printing, a .pdf file is created for all of the selected items.  The...

In Managely, users can check the history of an invoice with just a few clicks. To check the history, follow the steps below: Open the invoice in question. Click the History button in the top right corner: ...

In Managely when an invoice is first created you will be given the option to delete it by clicking on More>Delete Invoice If you ‘Print’ the invoice or mark it as delivered the Delete invoice button is removed ...

How to open a PDF of an invoice but still be able to delete it (Managely) If you would like to preview a PDF of an invoice, go into the invoice in question, click on the More button and then click Print Preview Since ...

Managely gives the ability to users to deliver the statements to the same address as everything else set up under the bill-to information tab. Managely now allows users to add the statements to be sent to the same bill-to address. To do ...

Managely provides its users the ability for the RMR invoices to be auto generated based on customer needs and options selected. Customers with a delivery method of Print (where the invoices are physically printed on the paper in the office and...

Delivering an invoice supports both email and print options as a manual action. In addition, you can enter any email address and can enter more than one email address separated by a comma. To see this browse to Accounts Receivable > Invoices. Clic...

There are multiple ways of looking up an invoice in Managely by Invoice number. 1. Switch the search criteria from the top drop-down from customers to invoices (then type the invoice number and the Enter key):   2. From the c...