Invoices

Overview Invoices are the final bill within service minder , and there a couple of ways to create them.  How you choose to do it depends on workflow for your business.  Invoices push to QBO and pull in any deposits on the associated Proposals. Un...

Overview Most of the settings discussed on this page can be found in Control Panel > Invoices . These settings control how the Invoice is presented, payment requirements, and more.  Settings and Navigation You can also find User settings rel...

Overview There are several reports that have to do with Invoices. This article will focus on the top used Invoice reports.  Settings and Navigation Go to Reports in the top menu. Make sure you are on the Reports tab.  Invoice Aud...

Overview Invoice Terms are flexible. An organization will need to set their "default" terms in Control Panel>Invoices. But, a user is also able to create several different Terms so, for instance, a specific Contact may have different due date ter...