Invoices & Estimates

Estimates

• How to convert an estimate to an invoice
• How to create an estimate
• How to view, edit or delete an estimate

Invoices

• How to create an invoice
• Claim reimbursable expenses on an invoice
• How do I categorize an invoice payment?
• How do I pass credit card fees onto my customer?
• How to add your company logo to your invoice
• How to customize your invoices and estimates

See all 12 articles

Recurring Invoices

• Getting started with recurring invoices & automatic payments: Webinar
• Recurring invoices - #GoAutomatic with Wave (Video)
• Guide to recurring invoices
• How to create a recurring invoice from a previous invoice
• Recurring invoices: What does this status mean?
• Understanding the recurring invoice scheduler

The Sales Tab

• How to add a customer
• How to add a product or service
• How to edit customer information
• How to upload customer lists via CSV
• What are customer statements and when should I use them?