Using The Q: PDF Invoicing
Now that SantexQ has a bunch of new features, we thought it would be wise to a give a little rundown of how to use them. Today’s tutorial will be on PDF Invoicing. Now it’s easier than ever to connect time reporting in your online project management tool directly to billing your client.
You can create invoices two ways. If you want to create an invoice for an entire project, simply go to that project’s overview page. If you want to create an invoice just for a specific task, go to that task’s overview page. For either, click “Create Invoice” and you will see an invoice with the associated tasks listed. You can use this page to add or delete tasks from the invoice, edit the “bill from” and “bill to”, add special instructions and add any terms and conditions.
Once everything is complete, click “Preview Invoice” to yes, preview, and then export to PDF or email to the client. It’s a pretty intuitive process. Note that once you email or export an invoice to a PDF file, there won’t be any modifications available for this Invoice again.
If you still have questions about invoicing using SantexQ, just send us an email. We’ll be glad to help. For more tutorials, see our previous posts on using SantexQ. Until next time!
Tags: Using The Q
April 29th, 2009 at 5:42 pm
[...] new invoicing and file upload features have been a great success and we look forward to continued growth. We are glad that SantexQ is [...]
June 4th, 2009 at 12:21 pm
[...] new invoicing and file upload features have been a great success and we look forward to continued growth. We are glad that SantexQ is [...]