How can I manage invoices?

How can I manage invoices?

Managing Invoices can be a very hectic task. An up-to-date record of invoices is required not only to accurately calculate your revenues but also for filing taxes. In this article, we will discuss how you can manage your invoices in … Continued
How do I create an invoice from ticket screen?

How do I create an invoice from ticket screen?

To create an invoice on ticket screen, after filling all the information and setting the ticket status you click on “Add New Ticket”. Then you select “Service/Product” for that ticket and then go to the drop-up menu “Take Action”. Select … Continued
How can I Add Terms & Conditions on Receipts, Invoices and Estimates?

How can I Add Terms & Conditions on Receipts, Invoices and Estimates?

Please use the following steps to add term and conditions on the receipts and invoices. Go to the “Shop Settings“. Click on the “Invoice Tab“. Add the terms and condition in the “Disclaimer” section. That’s it for the invoice. Now … Continued
How do I add a new product from ticket interface?

How do I add a new product from ticket interface?

If you want to add a new product from invoice page for an inventory item that yet to list, go to the “Product/Service” and click on the small icon to add product or click on the drop-down and select “Add … Continued
How do I process returns, refunds or create credit notes?

How do I process returns, refunds or create credit notes?

Before we go on to tell how, let us describe what are returns, refunds and credit notes in MGR. Usually, in an accounting software, a refund is the second stage of a credit note on a paid invoice. Whereas a due … Continued
How do I add a payment?

How do I add a payment?

You can take complete or partial payment for each invoice. You can take payment either through “Ticket Invoices” page or you can also take payment while you’re inside the ticket. To add payment against an invoice go to “Sales” and … Continued
How do I print an invoice?

How do I print an invoice?

There are two easy ways to print your invoice. Steps: If you’re on the ticket screen you can print the invoice. If you’ve created an invoice click on “View Invoice”. It’ll take you to the invoice receipt, you’ll see the … Continued
How do I download an invoice in PDF Format?

How do I download an invoice in PDF Format?

Keeping a copy of the customer’s invoice in PDF format can be useful for various reasons. To do so, go to “Ticket Invoices” in the “Sales” section. Find the required invoice and click on “View Invoice” in ticket “Action”. Once … Continued
How can I edit or customize Invoice design?

How can I edit or customize Invoice design?

You can always edit or customize Invoice design according to your needs with only a few clicks. Steps: To modify any information or details, 1- Go shop Settings 2- Click on Template Editor 3- Select Invoice Once you’re done with the changes … Continued
How can I send Invoice via email?

How can I send Invoice via email?

Once the invoice (Ticket, POS) has been created you get the option to send it via email on the same page, however, you can send it at a later stage as well. If you have to send it at a … Continued