How to send an invoice?
Send from the invoice list
When you are logged in to your Payyit account, click Sales Invoices on the left side menu and then the drop-down to the right of the invoice you want to send.
Click Send to send the invoice through Payyit. Here there are checkboxes to adjust invoice send settings, such as sending a copy to yourself or attaching the invoice as a PDFFew readersHow to create an invoice?
Creating an invoice is one of the first (and most common) things you'll do in Payyit, and Payyit makes creating and sending invoices easy.
Click on Sales in the menu at the left of your screen and select Invoices.
Click Create an invoice.
Under Create an Invoice, you can do the following:
Choose an Invoice number. The next invoice number will generate for your convenience or you can type in a number of your choice as long as it has not been used for anotheFew readersHow to show a discount on an invoice?
Here's how to show a discount on your Payyit Invoice:
On your invoice edit page (existing or new), enter a product for the full price. In this example, we'll use Banana Pudding as the first product.
Click the Add a line button.
On the new line, select the same product under PrFew readersHow to customize your invoices and estimates?
Click on Settings in the bottom left corner and select Invoice Customization under the sales menu.
Choose one of the three available Invoice templates.
After selecting an invoice template, customize the rest of your invoice features:
Add your Company logo by choosing a JPEG or GIF image from your computer.
ChoosFew readersHow to set up an invoice reminder?
To set up invoice payment reminders:
Go to the Invoices tab and click on an invoice to view it.
As soon as you've sent the invoice in Payyit (or marked as sent if you are using another method) you'll see options to schedule payment reminders.
DFew readersHow to view, edit, or delete an invoice?
To view an invoice:
Find the invoice you want to view and click the arrow button to the right of the invoice status. The arrow will appear when you move your cursor over the invoice line. Select View from the drop-down menu.
You can also click anywhere on the customer's name, the total/amount due, invoice number etc.Few readersHow to add your company logo to your invoice?
To learn how to add your company's logo to your invoices, follow the step-by-step instructions:
From any page, click on Settings in the bottom left.
Select Invoice/Estimate customization under the sales menu.
Next to Company logo, click Choose File to upload your image. We recommend using a JPEG (.jpg,.jpeg) image that is less than 10MB in size, and a maximum of 150 pixels in height or width. Note: When you first upload your logo, you might not be able to seeFew readers