Invoicing & Receipts

Learn how to create invoices and bill your clients

Harshal Katre avatar Naveen avatar
27 articles in this collection
Written by Harshal Katre and Naveen

How to find outstanding dues from customers?

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Written by Harshal Katre
Updated over a week ago

How to use Razorpay with ProfitBooks ?

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Written by Harshal Katre
Updated over a week ago

How to use Cashfree with ProfitBooks ?

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Written by Harshal Katre
Updated over a week ago

How to choose Invoice templates?

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Written by Harshal Katre
Updated over a week ago

How to add Custom Fields on Invoices?

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Written by Harshal Katre
Updated over a week ago

How to change the Invoice numbering?

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Written by Harshal Katre
Updated over a week ago

How to record receipt against Export Invoice?

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Written by Harshal Katre
Updated over a week ago

How to create recurring invoice?

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Written by Harshal Katre
Updated over a week ago

Can I raise invoice by importing data from excel?

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Written by Harshal Katre
Updated over a week ago

How to copy the same Invoice?

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Written by Harshal Katre
Updated over a week ago

How to add Free Product/Sample in Invoice?

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Written by Harshal Katre
Updated over a week ago

How to settle or write off invoice payments?

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Written by Harshal Katre
Updated over a week ago

How to record advance from Customers?

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Written by Harshal Katre
Updated over a week ago

How to create invoice in different currency?

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Written by Harshal Katre
Updated over a week ago

How to apply Discount on Invoice?

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Written by Harshal Katre
Updated over a week ago

How to add Payment Link to Invoice?

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Written by Harshal Katre
Updated over a week ago

How to create an Invoice?

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Written by Harshal Katre
Updated over a week ago

How to add bank details on Invoice?

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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
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Written by Harshal Katre
Updated over a week ago

How to delete an Invoice?

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Written by Harshal Katre
Updated over a week ago

How to create a New Customer?

Learn how to add a new customer in ProfitBooks
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Written by Harshal Katre
Updated over a week ago

How to add Customer notes / Terms and Conditions on Invoice?

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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.
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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
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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.
Naveen avatar
Written by Naveen
Updated over a week ago

How to create an Export Invoice ?

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Written by Harshal Katre
Updated over a week ago

How to setup InstaMojo Payment Gateway?

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Written by Harshal Katre
Updated over a week ago