Topic results Sales Invoicing

Twinfield
Sales Invoicing - Email Template
This document outlines the customization options available for two email formats when sending invoices: a link embedded in the email body or a PDF attachment. Users can modify the email template's font, alignment, and include variables such as customer details and invoice specifics. Additionally, it explains how to set and verify the sender's email address to ensure proper invoicing communication.
More information
Twinfield
Sales Invoicing - Creating Invoices
This document outlines the steps to create and send a sales invoice to clients. Key points include selecting VAT display options, enabling recurring invoices, attaching documents, and using the 'Send' button to email the invoice. It also mentions that saved invoices will appear in the 'To be sent' section for further amendments before finalizing.
More information
Twinfield
Sales Invoicing - Manage Timeframes
This document describes a sales invoice functionality that allows users to manage their invoicing number sequences flexibly. Users can set up these sequences in advance of their financial or calendar year, enhancing control over their invoicing processes.
More information