Invoicing & Receivables
One of the most critical factors for the success of a small business is your ability to quickly and conveniently accept payments, and Autobooks provides a robust set of easy-to-use tools to help you accomplish this task.
- ★ How to create and send a new Invoice
- ★ How to create a recurring invoice
- ★ How to modify the look and feel of your Invoices (i.e. manage your Invoice Theme)
- ★ Overview of the Invoicing page
- How to Add a Customer
- How to Create an Invoice
- Mark Invoice as Paid - Match Deposit to Invoice or Credit
- How to manage Invoice settings: payment terms, late fees, grace periods, and automatic reminders
- How to manage and organize your Customer List
- How to view and manage your Products and Services
- How to add a new product or service
- How to view and manage your Payments