Using products or service on Invoices
Adding products and services to your COUNT account streamlines the invoicing and billing process, ensuring that your transactions are consistent and accurate. Here's how you can add a product or service in COUNT: Find the Step-by-Step Guide to Adding a Product or Service here. Using Saved Products and Services On Invoices and Bills: When you create invoices or bills, you can select the saFew readersRecord an Invoice Payment in COUNT
Properly recording invoice payments in COUNT ensures that your financial records remain accurate and up-to-date. There are three methods to record an invoice payment in COUNT: Method 1: Auto-Creation and Matching via COUNT Pay Automatic Process: If you are using COUNT Pay, the system automatically creates and matches transactions when an invoice is paid. This seamless integration keeps your records accurate without requiring manual intervention. When a customer pays an invoice using CFew readersCustomizing Your Default Invoice Settings
COUNT offers flexible settings to personalize your invoices, helping you reflect your brand identity and streamline the billing process. With default invoice settings, you can set a consistent style, font, and messaging that will be applied to all invoices automatically, saving you time and ensuring uniformity. Follow the steps below to customize your invoice settings: Step-by-Step Guide to Customizing Invoice Settings 1. Access Settings From the left sidebar, click on Settings. ByFew readersCreating an Invoice in COUNT
Creating an invoice in COUNT is straightforward and allows you to efficiently manage your billing process. Follow these steps to create a new invoice: 1. Navigate to Invoices On the left-side menu, click Invoices & Estimates. Click the Create Invoice button. Tip: If this is your first invoice, create your template and click save to set up a consistent format for future invoices. 2. Enter Invoice Details (https://storage.crisp.chat/users/helpdesk/website/-/1/6/a/4/16a49894755f8Few readers