Go to ‘Manage invoices >> ‘Invoice actions’ >> ‘Update invoice payments’.
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
The last column of the invoice enables you to make multiple selections
Use the check box to choose the invoices that you wish to update payment for
Click on ‘Update payment’ button
Click on ‘Export report to excel’ option to export payment receipts report to excel
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
Go to ‘Manage Invoice’ section >> ‘Invoice Reminder’, >> ‘Send invoice overdue reminder option’.
The list of invoices for which you have to receive payment will be displayed
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
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’.
Click on ‘Export report to excel option’ to export this report on Excel
This is how the report will look like on Excel
Go to ‘Manage Invoice’ >> ‘Invoice Reminders’, >> ‘Send invoice due reminder option’.
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
Then click on ‘Send reminder’ button
A dialogue box asking if you want to send a reminder to your customer opens up. Select ‘Yes’ Option.
Choose ‘Export report to Excel’ option to export report on Excel
This is how your report will look like on Excel
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
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
Go to ‘Manage Invoice’ >> ‘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’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’.
Go to ‘Manage Invoice’, >> ‘Invoice Action’, >> ‘Void Invoice’.
List of invoices that you created will be displayed
From the list select the invoices that you wish to void
Click ‘Void’ button
A dialogue box opens up asking if you wish to permanently remove the selected invoice from Handdy Invoices
Click on ‘Yes’ option
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.
This is how your report will look like on Excel
Go to ‘Manage Invoice’ >> ‘Invoice Action’, >> ‘Update Invoice Payment’.
List of invoices that you created will be displayed
From the list select the invoices that you wish to update payment for
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
Go to Manage Invoice >> Invoice action >> Copy Invoice
List of invoices that you created will be displayed
You can view invoices through time period option or ‘Search client’ option
In the ‘Copy’ section, select the particular invoice that you wish to copy. Then select ‘Copy Invoice’ button
You will see a message asking if you wish to copy that invoice. Click ‘Yes’ option
The invoice that you have selected is copied with a new invoice number
You can make any changes necessary and send this new 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
Note
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