Help Center
Invoices
26 step-by-step guides for invoices.
Who can create invoices and record payments
Creating invoices and recording payments are two staff permissions. Here is which roles hold them, where the buttons appear, and why a teammate may not see them.
How invoice numbers work
Invoice numbers are set for you in order, like INV-000001, with no gaps. Here is how the sequence works and why a cancelled invoice keeps its number.