Table of Contents
Invoice Access Instructions #
If a customer reports they haven’t received invoices, here’s what you can do:
- Ask the customer to log in and go to their Invoice Library.
- Alternatively, they can add their bookkeeper as a user under Contacts and grant them access to the invoice library.
Batching Invoices #
A cool feature: Batch generates one PDF with all the invoices in it. It saves having to open and print each one individually. The bookkeeper will love this.
