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Displaying Invoices and Credit Notes

This article will show you how to see invoices and credit notes together on the same list.

 

Before You Start

Firstly, you need to have access to the settings in Clik Service.

 

To access these, go to Settings > Settings > Modules > Sales Orders/Invoices/Credits.

Make sure the ‘Show invoices and credits in combined lists (CRM activity and main invoice list)‘ box is ticked.

Then click ‘OK‘.

Now you’ll be able to see all your invoices and credit notes together. In the ‘Invoice’ module, any credit notes will be highlighted in red.

Clik Service

Clik Service

Invoices & Credits

Raising Credit Notes
Clik Service

Clik Service

Invoices & Credits

Creating Purchase Invoices

Invoices & Credits

  • Invoice Module Overview [Video]
  • Creating Purchase Invoices
  • Creating Recurring Invoices
  • Creating Invoices From Jobs
  • Converting Invoices
Show more

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