Invoicing

How to Generate Invoices
Please Note: You cannot generate an invoice for a Timed auction unless some items within the auction have been sold and reconciled. An Auction can be rec...
Fri, 11 Jan, 2019 at 10:36 AM
How to Add New Line Items to an Invoice
There may be cases where you need to add multiple items to a new invoice post-sale You can only do this for an auction that has been reconciled and where ...
Fri, 11 Jan, 2019 at 10:38 AM
How to Edit Line Item Amounts on an Invoice
Find your invoice Select Edit in the Actions column of the invoice you wish to make changes to Once the Invoice is open, find the line item you wish to e...
Fri, 11 Jan, 2019 at 10:39 AM
How to Approve and Send an Invoice
An invoice must be approved before it can be sent to a user. To Approve an invoice: Find your invoices In the Actions column, click Ready to Approve (if ...
Mon, 25 Feb, 2019 at 12:25 PM
How to Credit an Item on an Invoice
In example below the debtor, adam, needs to be credited £1035.00 Find your invoice.  Scroll to the invoice you wish to credit. Click Credit in the Actio...
Mon, 4 Mar, 2019 at 4:12 PM
How to Credit Tax on an Invoice
Find your invoice.  Scroll to the invoice you wish to credit. Click Credit Tax in the Actions column. Select the checkboxes to indicate whether you w...
Fri, 11 Jan, 2019 at 10:41 AM
How to Send a Collection Note
A collection note may be used as proof that a customer has paid for their item(s) and is therefore ready to collect their item(s). A collection note provid...
Fri, 11 Jan, 2019 at 10:43 AM
How to Mark Invoice Items as Collected
Once the invoice is generated click the Items button (as seen in the image below) You will then see the items in a dropdown with a checkbox for collecte...
Fri, 11 Jan, 2019 at 10:44 AM
How to Find Invoices and Invoice History
Search by User Log into the administration area Select Users & Groups > Users  Find your user using Modify Filter Click on their Username Click...
Mon, 4 Mar, 2019 at 4:13 PM
How to Add Payments Against an Invoice
You can add full or partial payments against an invoice. First, find the invoice to be paid, then follow these instructions: In the Paid Total column sele...
Mon, 4 Mar, 2019 at 4:14 PM