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Creating an Invoice – How To Video

So you’ve downloaded the TradeHelp app but you haven’t yet explored what it can do… Create Professional Invoices […]

TradeHelp | 25 days ago

So you’ve downloaded the TradeHelp app but you haven’t yet explored what it can do…

Create Professional Invoices on the TradeHelp App

In our next video Naomi talks us through the quick invoice tool, showing how to choose your customer, build your invoice and email straight to the customer.

See how to:

  • add line items
  • alter VAT rates
  • add or hide itemised pricing
  • include deposits
  • select payment terms
  • set a payment reminder
  • email to the customer
  • and log payments against the invoice

Please note that you can also create a fully populated invoice straight from a quote to save time.

An option to integrate with Quickbooks and Xero will also be coming soon so watch this space!

For a full demo of the app please call us on 01978 666 887 or email info@tradehelp.co.uk and a member of the team will be happy to show you everything it can do – over the phone!

You can download the app on the links below…

App Store
Google Play

Click below to watch the video now…

 

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