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Invoicing & Receipts
Invoicing & Receipts
Learn how to create invoices and bill your clients
27 articles in this collection
Written by
Harshal Katre
and
Naveen
How to find outstanding dues from customers?
Written by
Harshal Katre
Updated over a week ago
How to use Razorpay with ProfitBooks ?
Written by
Harshal Katre
Updated over a week ago
How to use Cashfree with ProfitBooks ?
Written by
Harshal Katre
Updated over a week ago
How to choose Invoice templates?
Written by
Harshal Katre
Updated over a week ago
How to add Custom Fields on Invoices?
Written by
Harshal Katre
Updated over a week ago
How to change the Invoice numbering?
Written by
Harshal Katre
Updated over a week ago
How to record receipt against Export Invoice?
Written by
Harshal Katre
Updated over a week ago
How to create recurring invoice?
Written by
Harshal Katre
Updated over a week ago
Can I raise invoice by importing data from excel?
Written by
Harshal Katre
Updated over a week ago
How to copy the same Invoice?
Written by
Harshal Katre
Updated over a week ago
How to add Free Product/Sample in Invoice?
Written by
Harshal Katre
Updated over a week ago
How to settle or write off invoice payments?
Written by
Harshal Katre
Updated over a week ago
How to record advance from Customers?
Written by
Harshal Katre
Updated over a week ago
How to create invoice in different currency?
Written by
Harshal Katre
Updated over a week ago
How to apply Discount on Invoice?
Written by
Harshal Katre
Updated over a week ago
How to add Payment Link to Invoice?
Written by
Harshal Katre
Updated over a week ago
How to create an Invoice?
Written by
Harshal Katre
Updated over a week ago
How to add bank details on Invoice?
Written by
Harshal Katre
Updated over a week ago
How to create a Sales Order?
In this article, you'll learn about the flow of sales order and how to create one in ProfitBooks
Written by
Harshal Katre
Updated over a week ago
How to delete an Invoice?
Written by
Harshal Katre
Updated over a week ago
How to create a New Customer?
Learn how to add a new customer in ProfitBooks
Written by
Harshal Katre
Updated over a week ago
How to add Customer notes / Terms and Conditions on Invoice?
Written by
Harshal Katre
Updated over a week ago
How to record receipts against Invoice?
When you receive a payment from customer against an invoice, this is how you can record it.
Written by
Harshal Katre
Updated over a week ago
How to create an Estimate or Quotation?
Learn how to create an estimate or a quotation in ProfitBooks
Written by
Harshal Katre
Updated over a week ago
How to Import Customers List?
If you are migrating from another system and want to import customers in ProfitBooks, this guide will help.
Written by
Naveen
Updated over a week ago
How to create an Export Invoice ?
Written by
Harshal Katre
Updated over a week ago
How to setup InstaMojo Payment Gateway?
Written by
Harshal Katre
Updated over a week ago