Why can I not list credit 's on my invoices , I wish my clients to know that some of the FOC items would normally be charged and therefore add the process for this , but despite adding it as a “modify this invoice”, when it actually prints of goes out , these columns are blank.
Am I just being thick ?
We’ll certainly try our best to help you out here.
However, I’m not sure what you mean with the last part where it appears blank. Are you able to clarify please? You’re welcome to upload some screenshots if that helps.
Hi Matthew,
I’d love to send you a screenshot but my technological skills don’t run to that- basically I wanted to put the unit cost in but then have the actual totals blank, so my customers knew how much Iw as giving them credit for . Every time I clicked save on the invoice it just simply removed that information .
I resorted to putting the information in box below the columns- though of 26 identical invoices sent - one has the detail with FOC charge still there- bizarre…
My current issue is "how do I change the email address for a customer before sending " I don’t wish to change name or actual address just the email , which my customer has changed .
thank you
Helen
The issue is, units without a value will appear blank.
The only other option is to increase the cost by the amount of credit and then add back the credit as a seperate line. Obviously this will inflate your turnover so it may not be the best option. All depends on how you record your income.
Hi Helen,
If you want to show the cost for the items but then that they haven’t been charged for them you may be best to add them as a line to your invoice as an invoice line and then below it the exact same but as a credit so that the totals cancel each other out. You can’t enter a line with £0 value i’m afraid.
An alternative would be to just include it as a note on the invoice?
With regards to the email address change, is this a permanent address change or just a one off for this specific invoice?
Hi Beth ,
This is a permanent change of email for this customer
Helen
Hi @candhleisureltd,
If you go into your client (Sales >> View Clients) there should a contact box with a little cog icon, if you click this you can edit the email.
Hope this helps
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