Help · Sales

How to manage invoices

Tax invoices raised to customers — Draft, Unpaid, Overdue, Partly Paid, Paid or Cancelled.

Who can do this: Everyone in your organisation who has access to this app.

Steps

Step by step

  1. Sales → Invoices.
  2. Use Overdue to see who to chase; Balance due shows what's left on each.
  3. Filter by date or search by customer or number.
  4. Open an invoice to email it, record payment or create a credit note.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support