How to Save Your Invoice as a PDF
Recent invoices can be viewed via the search bar located on the top left hand side of the screen. Simply enter the invoice reference number and select the corresponding invoice.
To save an invoice as a PDF, click the ‘Save PDF’ button in the bottom left corner.
How to View Invoices Owed to You & Save as a PDF
You can view all your invoices via the main dashboard. To view a specific invoice, click on the customer tile located on the left-hand side of your screen. Here you will be able to view the: Customer name and their contact details. Total unpaid ...
How to Pay an invoice early for Buy now-Pay later
Step 1. Within the "Bills" section of Spenda, select "Pay Now" (please ensure you are looking at the correct business's invoices- seen here in the top left as "Invigo", to change the business you are looking at please select the MySpenda Logo in the ...
How to Create a New Claim in Retrn'd
How to Create a New Claim in Retrn'd Claims can be raised in Retrn'd directly, or approved if they were raised by one of your connected customers. Navigate to Active Returns menu, and select either "Create a new return" or "Add new return by code" if ...
Invoices/Job sheets not emailing to customers in Pooltrackr
Invoices/Job sheets not emailing to customers in Pooltrackr If your customers are not receiving emails of either Job Reports or Invoices directly from Pooltrackr, please double check the email address is correct. If it is correct, and they are still ...
How to Send an Invoice to Your Customer with a Payment Link
Make it easy for customers to pay you on time by sending them a unique and secure payment link where they can make payment at any time, from anywhere. This also serves as a useful payment reminder functionality that enables unpaid or due soon ...