An existing Invoice/Quote Template can be changed at any time, and Invoices/Estimates that use that template will be automatically updated (Web-View only). However, we do not pass edits made to the Notes field to existing Invoices/ Estimates.
In Avaza, when you send invoices to clients, the invoice email is officially sent from an Avaza domain. You can ask clients to whitelist this email address as well.
On Avaza Invoices/Estimates, the tax is applied at the line-item level and then rounded because you can have different tax types for each line item.
Right now Avaza Invoices do not support this natively, however, you can follow the steps below as a workaround for early payment discounts.
Your clients can pay your Invoices online via Paypal. However, not all Invoices will display the Paypal payment option on the Pay Now popup.
It is legally required to display the Client Tax Number on invoices in some countries. You can add this information to the bottom of your client’s address to have it show up on the invoice.
You can upload your company logo image to appear on your invoice, estimates and Customer Statement Report.
By default, the date displayed while creating an invoice or estimate, for example, is always in the dd-mmm-yyyy format. However, the dates displayed in Web or PDF views are dependant on the language settings for your Web Browser.
When creating a new invoice, you can add billable items such as timesheet entries, expenses, or fixed billable amounts. However, there may be several scenarios in which you will not be able to see a time entry or expense you are trying to add to an invoice. These are outlined below.
To change the default invoice settings, navigate to the Settings > Invoice Settings.