Creating and managing invoices
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24 articles
- How do I create and send a quote?
- How do I share a quote?
- How do I delete a quote?
- How do I manage my invoices?
- Can I delete an invoice I've authorised?
- How do I create or amend a personalised message template for sending invoices and quotes?Customise your standard bill templates and estimate emails. Learn how to update default wording and add automatic client data.
- How do I share an invoice?
- How do I mark an invoice as paid?
- How do I convert a quote to an invoice and mark as accepted?
- How do I add a discount to my invoices?
- How do I manage my clients' details?
- Can I match multiple invoices/payments?
- When I receive a payment will it automatically match to its invoice?
- Why does my address have to appear on my invoices?
- How do I add my logo to my invoices?
- How do I create recurring invoices?
- How can I see my invoices on Mettle on the web?
- How can I create an invoice on Mettle on the web?
- How can I add a 'one-off' item to an invoice?Steps to create unique billing entries without saving them. Learn how to untick the box for temporary charges and custom services.
- How can I edit an invoice itemUpdate your saved products and services. Change your billing rates or modify description details on your account records.
- How do item edits or deletions impact already created invoices?Your previous billing records stay the same. Historic documents and quotes are not updated when you modify or remove saved entries.
- How can I manage my invoices on the web?See your billing history and find sent documents. Control your account online and check past payments or charges.
- What are Pay by Bank links for invoices?Set up instant transfers on your bill. Let customers settle accounts through a secure QR code or web link using Faster Payments.
- How can I delete an invoice item?Remove products or services from your billing list using the mobile app or web browser. Manage saved entries and update your records.