Placeholder

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Invoices

Invoices within Workbooks work as you would expect, showing quantities, prices, payment terms.  All these fields can be auto-populated (from the previous Transaction Document), but can also be modified, so creating an Invoice need take no more than 10 seconds.

Invoices can be printed and emailed using customisable Document Templates. You can tailor these templates for your Organisation by, for example, adding your logo to the header or including your VAT number in the footer. Alternatively Workbooks Professional Services can develop a complete set of customised templates for you.

You can record monies paid against an Invoice and Workbooks will automatically calculate the amount outstanding. If you have a SageLink licence you can synchronise Orders, Credit Notes and Invoice information directly with Sage Line 50 and Sage Line 200.

 

Related content

A Credit Note is a Transaction Document that allows you to record a refund to a customer.
A Credit Note is comprised of fields to record customer information and Line Items to represent the it ...

A Customer Order is a document that allows you to track orders you've received. It can be used for:
Tracking new orders each month.
Creating order acknowledgements to send to your custome ...