Invoices and Billing

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13 articles in this collection
Written by Martin and Billy Webb

Export customer invoices into Xero accounts.

Export customer invoices from Tudodesk and import quickly into Xero accounts.
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Written by Martin
Updated over a week ago

How to give a refund on a paid invoice

If you have a paid invoice or sale receipt and want to give a customer refund.
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Written by Martin
Updated over a week ago

Invoices

Invoices are documents you give to your customers for the sale of products or services
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Written by Martin
Updated over a week ago

How to Create and Send an Invoice

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Written by Billy Webb
Updated over a week ago

Editing Invoices

If you need to make any changes to an invoice either before or after its been sent, you can use the update feature to notify the customer.
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Written by Billy Webb
Updated over a week ago

Taking Manual Payment for an Invoice

How to allocate cash, manual credit card or bank transfer payments to an invoice.
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Written by Billy Webb
Updated over a week ago

How to Print or Download a Copy of an Invoice

How to print a copy of an invoice or download a PDF copy.
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Written by Billy Webb
Updated over a week ago

How to Add Bank Details to Invoices and Payment Requests

How and where to add your bank details for customers to make payment.
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Written by Billy Webb
Updated over a week ago

How To Send a PDF Copy of an Invoice as an email attachment

This tutorial will show you how to email a PDF copy of an Invoice as an attachment via the message center.
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Written by Billy Webb
Updated over a week ago

How to Automatically Send PDF Copies Alongside Invoices

How to configure the invoice auto-sender to add a PDF copy of the invoice as an attachment.
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Written by Billy Webb
Updated over a week ago

How to Set the Standard Terms for Invoices

Quickly set up the standardised terms for all invoices that you send out.
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Written by Billy Webb
Updated over a week ago