How do I update payments for multiple invoices?

  • Go to ‘Manage invoices >> ‘Invoice actions’ >> ‘Update invoice payments’.

Q 3 a

  • The list of invoices that you have created will be displayed
  • You can view invoice number. Invoice date, due date, client company, invoice total, paid amount, currency and days overdue for each invoice

Q 3 b

  • The last column of the invoice enables you to make multiple selections

Q 3 c

  • Use the check box to choose the invoices that you wish to update payment for

 

  • Q 3 d
  • Click on ‘Update payment’ button

Q 3 e

  • Click on ‘Export report to excel’ option to export payment receipts report to excel

Q 3 f

How do I update payment without tax for single invoice?

  • Go to ‘Manage invoice’ >> ‘Invoice action’ >> ‘Update invoice payments’
  • The list of invoices that you have created will be displayed
  • The last column enables you to choose the particular invoice
  • Click on ‘Update payment’ option
  • That particular invoice opens up
  • In the ‘Enter payment’ section you can enter the amount that you received in the ‘Enter amount paid’ tab
  • Click on ‘Enter payment’ and the payment that you received will be successfully updated

How do I send invoice overdue reminder?

  • Go to ‘Manage Invoice’ section >> ‘Invoice Reminder’, >> ‘Send invoice overdue reminder option’.

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  • The list of invoices for which you have to receive payment will be displayed

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  • Invoice date, client company, due date, invoice total and days overdue will be displayed.
  • Select the invoices that you wish to send to your customer using the check box

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  • Then click on ‘Send reminder’ button
  • A dialogue box opens up asking if you wish to send a reminder to your customer. Click on ‘Yes’.

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  • Click on ‘Export report to excel option’ to export this report on Excel

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  • This is how the report will look like on Excel

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How do I send invoice due reminder?

  • Go to ‘Manage Invoice’ >> ‘Invoice Reminders’, >> ‘Send invoice due reminder option’.

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  • The list of invoices for which you have to receive payment will be displayed
  • Select the invoices that you wish to send to your customers using the check box

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  • Then click on ‘Send reminder’ button

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  • A dialogue box asking if you want to send a reminder to your customer opens up. Select ‘Yes’ Option.

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  • Choose ‘Export report to Excel’ option to export report on Excel

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  • This is how your report will look like on Excel

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How do I resend unopened invoices to customers?

  • Go to ‘Manage Invoice’ section >> ‘Invoice Reminders’, >> ‘View invoices that are un-opened’.
  • The list of invoices that you have created will be displayed
  • Along with invoice date, invoice total and client company, the status of the invoice will be displayed.
  • If you wish to resend a particular invoice to your client, click on the ‘Unread’ option next to that invoice
  • Then click on ‘Resend Invoice’, button

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  • A dialogue box asking if you wish to resend the invoice opens up
  • Click on ‘Yes’ option
  • The particular invoice will be resent to your customer

How do I view invoices that are un-opened by my customers?

  • Go to ‘Manage Invoice’ >> ‘Invoice Reminders’, >> ‘View invoices that are un-opened’.

Q 4 a

  • The list of invoices that you have created will be displayed

Q 4 b

  • Along with invoice date, invoice total and client’s company, the status of the invoice will be displayed.
  • If your customer has read your invoice, it will be displayed under the ‘Read date’ section. Else it will be marked as ‘Unread’.

Q 4 c

How can I void an invoice?

  • Go to ‘Manage Invoice’, >> ‘Invoice Action’, >> ‘Void Invoice’.

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  • List of invoices that you created will be displayed
  • From the list select the invoices that you wish to void
  • Click ‘Void’ button

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  • A dialogue box opens up asking if you wish to permanently remove the selected invoice from Handdy Invoices
  • Click on ‘Yes’ option

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  • You will get a message saying that your invoice has been successfully voided.
  • By clicking on ‘Export report to excel’ option, you can export this report on Excel.

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  • This is how your report will look like on Excel

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How do I update invoice payment?

  • Go to ‘Manage Invoice’ >> ‘Invoice Action’, >> ‘Update Invoice Payment’.

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  • List of invoices that you created will be displayed
  • From the list select the invoices that you wish to update payment for

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  • Click ‘Update Payment’ option
  • The ‘Enter Payment’ section in the invoice allows you to enter the amount, payment date, mode of payment and notes.
  • Click on  ‘Enter Payment’ tab

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How do I copy an invoice?

  • Go to Manage Invoice >> Invoice action >> Copy Invoice

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  • List of invoices that you created will be displayed
  • You can view invoices through time period option or ‘Search client’ option

 

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  • In the ‘Copy’ section, select the particular invoice that you wish to copy. Then select ‘Copy Invoice’ button

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  • You will see a message asking if you wish to copy that invoice. Click ‘Yes’ option

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  • The invoice that you have selected is copied with a new invoice number
  • You can make any changes necessary and send this new invoice

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How do I find out when my customer has opened and viewed my invoice?

  • Go to Manage invoice >>View invoices that are unopened
  • List of invoices that you have created will be displayed
  • You can also view invoices using ‘Search client’ or date range option
  • Invoice details such as date, number, total, customer name and status will be displayed.
  • The date your customer has read your invoice will also be displayed under the read date column

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Note

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