Invoices & Estimates
7 articles
- How to view all "Chart of Accounts" within the Xero Integration?If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in Xero - From your Xero dashboard, select your organization. - Click Settings from the dropdown menu. Step 2: Open Advanced Settings - In Organizat
- Creating and Sending InvoicesInvoicing lets you bill clients and get paid for your work directly inside ResQEngage — for example, deposits for group class bookings, billing for corporate training, or one-off charges. Invoices are built from the products you have created in your account. Before you start: connecting a payment pr
- Recurring Invoices, Estimates & Payment SchedulesRecurring invoices When you add a recurring product to an invoice, the system automatically sets the invoice to recur on that schedule — useful for ongoing retainers or membership-style billing. You can edit a recurring invoice after it is created, including its schedule and amounts, and you can con
- Create and Send Invoices Faster with the New Invoice EditorThe updated invoice editor introduces a more intuitive layout designed to simplify invoice creation and improve efficiency. With a split-screen experience, you can edit invoice details on one side while previewing the final output instantly on the other. This reduces errors, speeds up the process, a
- PDF Generation for Invoices and ReceiptsThis article explains recent improvements to the PDF generation system used for invoices and receipts. These updates deliver faster downloads, more reliable automated workflows, and near-instant delivery of PDF documents—without timeouts or failures. TABLE OF CONTENTS - What Is the PDF Generation Pi
- Managing Document Attachments for Estimates and InvoicesAttachments allow supporting files to be included directly with financial documents, helping customers receive all relevant information in a single, complete package. Files such as specifications, visuals, terms, or reference documents can be added during document creation and are delivered automati
- Set Up Automatic Recurring Invoices Step-by-StepAutomating recurring invoices helps you streamline billing, reduce manual work, and ensure consistent payments from your customers. By using workflow automation, you can automatically send invoices on a schedule, control billing frequency, and enable automatic payments for a seamless experience. TAB