Invoice

Adding Generic Comments to all Invoices
Questions answered in this article: How do I send or receive money through email transfers? Related articles: Invoicing Share an invoice E...
Wed, 10 Jan, 2024 at 5:20 AM
Refunding Payments and Voiding Invoices
This article provides step-by-step instructions on how to process refunds for TB Pay payments and void invoices in different statuses. Questions Answere...
Fri, 7 Feb, 2025 at 5:42 AM
Generate an Invoice Summary per Client
This article will provide users with a step-by-step guide on how to Generate an Invoice Summary per Client. Question answered in this article: How do...
Sat, 30 Mar, 2024 at 8:23 PM
Adding a comment to the Invoice
This article will provide users with a step-by-step guide on how to add a comment to the Invoice. Questions answered in this article: How do I add a ...
Thu, 28 Mar, 2024 at 1:07 AM
Managing Tax Rates
Currently, the system applies a single tax rate to all categories (services, travel, mileage, and expenses). While setting individual tax rates per category...
Wed, 2 Apr, 2025 at 1:28 AM
How can I invoice a school with multiple clients?
Questions answered in this article: How can I streamline the invoicing process for multiple clients associated with a school when the billing is directed...
Wed, 13 Nov, 2024 at 10:37 PM