Settings Invoices

Phone

(395) 554-3025

First Name*

Last Name

Lead*

This invoice is not attached to a job, it is a stand-alone invoice.

Use this to create invoices unrelated to a job.

Repeat

Customer

Billing Address

Nguyen Van An

231 Massachusetts Avenue

Boston MA 02115

Invoice

PO

Invoice Date

Repeat

Period

weeks

Repeat on

Every

month

Repeat By

Every

year

Repeat By

End

jobs

August 2021

Su

Mo

Tu

We

Th

Fr

Sa

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

1

2

3

4

Invoice Date

Action

Kaden.Flatley17@hotmail.com

Invoice action executes at

Summary

Daily, Every 12 days, Ends Never, Except the 1st Mon Tues Thurs of Every Week

Item

Cost

Tax

Qty

Price

One Time

00.00

Item Note

Sold by

Chris

Dusya Sigachyova
Ashish Asharaful
Ashish Asharaful
Ashish Asharaful
Ashish Asharaful
Ashish Asharaful

00.00

Item Note

When paying by card a merchant surcharge will also be applied.

Add Item

Subtotal

00.00

Tax Name (7%)

00.00

Tax 2

00.00

Total

00.00

Amount Due

00.00

Available Credit

00.00

Balance Due

00.00

Terms

(visible to client)

Note

(visible to client)

Insert

All Templates

Customer Notes
Estimate Notes
Invoice Notes
Job Notes
Top Notes
Work Order Notes

Apply

Template Name
Top Note
Template Name
Top Note
Template Name
Top Note
Template Name
Top Note
Template Name
Top Note

Thank you for your Testbusiness.

Images

Visible to client

Drag & Drop Images

Current Balance

0.00

Customer

Amount

Apply as credit $100,024.00 available

Date

Method

Invoice Status

Invoice

Date

Status

Orig. Amt

Amt Due

Payment

1235689

06/06/2020

Sent

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

Please search and select customer

Payment applied

$260.00

Updated balance

$188.60

New credit

$8.00

Service Address

* Address to

Location Name

* Service Address

Map Coordinates

Location Note

0 Units

Billing Address

* Bill to

Billing Address

Billing Email

Billing CC

Location Tags

Amsterdam

House

Pa

Add New Tag

House
Apartment
Pets
Dog
Rain

Invoice Tags

Appointment Messaging Preferences

SMS To

165-498-2313

(Chris)

None
165-498-23133333333333333333333333333333333

(Chris Moreschi)
165-498-2313

(Chris Moreschi)
165-498-2313333333333333

(Chris Moreschi)
165-498-2313

(Chris)

Changes Log

Thu, September 16, 2021

Chris

September 16, 2021 4:12PM

SMS number 0123456789 edited to 0123456789 from contact field

Thu, September 16, 2021

Chris

September 16, 2021 4:12PM

SMS number 0123456789 added

Email To

Confirmations

Reminders

Followups

Broadcasts

Late Payments

Property Estimation

Open Map

When adding invoice items for this location automatically assign these tax rates.

Tax 1

0.5% 0.5%

Tax 2

0.5% 0.5%

Payment Terms

Fields with * are required

Status

Account # *

First Name *

Last Name

Title

Email

Company

Phone

Add Phone

Source

Tags

Additional Contacts

Taylor

Tenant

(334) 444-3908

long.mail@gmail.com

Taylor

Tenant

000 444-3908

long.mail@gmail.com

Address Name

Address to

Service Address*

Property Estimation

Open Map

Billing Addres*

Bill to

Address

Billing Email

Add Billing Email

Location Note

Units 28

Location Tags

Messaging

Payment

Stripe

Visa

••••

8686

05/16

Stripe

Visa

••••

8686

05/16

Custom Fields

Custom Text

Custom Select

Custom Multiselect

Custom Date

Custom Date & Time

First Name *

Last Name

Email

Phone

Add Phone

Address Name

Address to

Service Address*

Billing Addres*

Bill to

Address

Main

Tenant

Card Number

Expiry

CVC

Cardholder name

Street

City

Zip

State

Country

Additional Options

Card Number

Expiry

CVC

Cardholder name

Street

City

Zip

State

Country

Additional Options

Show All Logs

Changed by

Chris

21 Sep, 2022 08:22 AM

Added by

Chris

21 Sep, 2022 08:22 AM

Show All Logs

Changed by

Chris

21 Sep, 2022 08:22 AM

Added by

Chris

21 Sep, 2022 08:22 AM

First Name *

Last Name

Title

Email

Phone

Phone Type

Add Phone

SMS To

Email To

Appointment

Confirmations

Reminders

Followups

Broadcasts

Late Payment Reminders

Warehouse

10 Units

Duplex

10 Units

Duplex

10 Units

Duplex

10 Units

Duplex

10 Units

Duplex

10 Units

Unit 001

Building

Unit

First Name

Last Name

Email

Phone

Add Phone

Top Note

This note will appear on Chris's jobs

Believe it or not, spiders are a beneficial pest. They are skilled predators, using their webs to trap unsuspecting pests in and around your home. And, while most house spiders are harmless, discovering their webs can be an unsettling experience.

Believe it or not, spiders are a beneficial pest.

Cancel

Save

To:

CC:

BCC:

Subject:

MESSAGE BODY

View Estimate View Dynamic Estimate View Package Estimate

Filename.png

Filename.docx

Filename.pdf

Filename.xlxs

Filename.csv

Filename.mp3

Filename.video

To:

CC:

BCC:

Subject:

To:

Print Tech Name

Lakshmana Dongerkerry

October 27, 2019

Clear

Print Tech Name

Lakshmana Dongerkerry

October 27, 2019

Clear

Card Number

Expiration

CVC

Cardholder name

Street

City

Zip

State

Country

Additional Options

Seach by Stripe ID

1 Stripe ID Result Found

cus_J2rcugPLGQprVq

Connect this ID

Account Details

quan.nguyen@namlongsoft.net

Customer for Hang test charge to

Payment Method

Stripe

Visa

••••

8686

05/16

Default

Seach by Stripe ID

No Stripe ID found

2 Stripe ID Results Found

cus_J2rcugPLGQprVq

Connect this ID

Account Details

quan.nguyen@namlongsoft.net

Customer for Hang test charge to

Payment Method

Stripe

Visa

••••

8686

05/16

Default

Visa

••••

8686

10/22

cus_J2rcugPLGQprVq

Account Details

quan.nguyen@namlongsoft.net

Customer for Hang test charge to

Payment Method

Visa

••••

8686

10/22

Invoices

CH_FU9JZVGQBGFJBZ

Thank you for being a customer!

Terms

Note

Images

Terms

Note

Images

Change Log

Top Note

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

SMS

Notification

Assign Lead

Invoices

Tutorials

Invoices

CH_FU9JZVGQBGFJBZ

Thank you for being a customer!

New Invoice

Invoice Frequency

Terms

Note

Images

New Estimate

Terms

Note

Images

Add Payment

New Document

Add a Location

Change Log

Override Messaging Preferences

New Customer

Manage Phone Labels Add new

Edit Phone Label

New Phone Label

Delete Confirmation

Manage Contact Labels Add new

Edit Contact Label

New Contact Label

Add a Card in Stripe

Add Credit Card in Square

Add Bank Account

Edit Credit Card in Stripe

Edit Credit Card in Square

Edit Field

Add Field

Remove Custom Field?

Add New Source

Add Contact

Messaging Preferences

Assign Units

Manage Units

Top Note

Payment Confirmation

Create New Invoice Item

Add New Template

New Tax Name and Rate

Send by SMS

Send by Email

Send by Email & SMS

Add Signature

Add Signature

Add a Card in Stripe

Add Credit Card in Square

Payment Confirmation

Link an Existing Stripe ID

1 Stripe ID Result Found

Payment Method

2 Stripe ID Results Found

Payment Method

Payment Method