Invoices and Estimates
- Customising your business appearance
- How do I send the same invoice to multiple recipients?
- Bulk status changes on invoices and estimates
- How do I issue a credit note against a paid invoice?
- Why a document is locked (and how to fix it)
- The customer didn't receive my invoice — what to check
- Recording payments and managing transactions
- The public view link for invoices and estimates
- How do I send an invoice in a different language than my account?
- Per-document appearance overrides
- Refunds and reversing payments
- Invoice payment status (partial, paid, unpaid)
- How do I add my company stamp / signature to invoices?
- Document activity
- How do I add notes that always show on my invoices or estimates?
- Comments and internal notes on documents
- How do I add my bank account / payment instructions to invoices?