• 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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