How will I know when my customer pays me?
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You will receive an e-mail as soon as your customer pays you.
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Author: handdyaccounts_help
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How do I change my company logo?
How do I change my company logo?
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- Go to ‘Settings’ > ‘Invoice settings’ > ‘Invoice settings’ option. You will reach the ‘Invoice settings’ page.
- Select ‘Logo for Invoice’ option.
- ‘Choose file’ to attach your business logo and click on ‘Save’
- The logo will appear in the invoices that you create.
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I want to start Invoicing from a new number, how do I do that?
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When creating a new invoice, in the ‘Invoice Number’ tab, enter the new number you want to start invoicing from.
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Will the attachments I send along with the invoice be stored in the software?
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Answer:
No, the attachments that you send along with the invoice will not be stored in the software.
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Why is Handdy Invoices free?
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This gives you the opportunity to try the free version of our invoicing software. If you choose to upgrade to the premium version you can always do it at anytime
Unobtrusive advertisement links are added in the invoices in the free version.
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How long will Handdy Invoices be free?
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The free version of Handdy invoices is free for ever
You can upgrade to the premium version whenever you want to
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How do I delete a row from the invoice after I have added it?
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While creating your invoice, for the particular row that you wish to delete, click on the ‘x’ which appears at the end of the row. The row will be deleted instantaneously.
The row is removed.
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Can I make an entry about the payments that I receive? If yes how can I do so?
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Yes, you can make an entry about the payments that you receive. Follow these simple steps to do so.
- In ‘Manage invoice’ under ‘Invoice action’ select ‘Update invoice payment’ option
- A list of invoices that you have created will be displayed
- Select the particular invoice for which you wish to make payment for using the check box beside it and click on ‘Update payment’ option
- That particular invoice opens up. In the ‘Enter payment’ section enter ‘Date paid’, ‘Payment type’, ‘Amount paid’ and ‘Notes’ if you to wish to add any and select ‘Enter payment’ tab.
- The payment will be successfully updated and it will reflect in the list of invoices that you have created
- Using ‘Export report to excel’ option this report can be exported to excel
- This is how the report will look like on excel
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How do I find out sales that is executed by my sales rep?
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- In ‘View reports’ under ‘Other useful reports’ select ‘Sales rep report’
- You can view sales reports by choosing sales rep name, date range or paid or for unpaid invoice
- Based on the selection made, list of invoices will be displayed with invoice number, invoice date and due date, last paid date, client company, name of sales rep and invoice total.
Note:
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How do I give access to another user?
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- Go to ‘Settings’ > ‘User settings’ > ‘Add or edit users’.
- You will reach ‘Add user to manage invoice’ section where you can enter first and last name and email address of user you wish to give access to.
- This section also allows you to make a selection of the actions the new user can perform. Select ‘Yes’ or ‘No’ option and click on ‘Save’.
Note
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