Manage Invoices
Invoice Listing
Managing invoices just got easier! With the new Invoice Listing, you can efficiently track, filter, and customize your invoices for a smoother workflow. Whether you're looking for specific invoices, analyzing payments, or adjusting your view, this ...
How to View Payment History for Invoices in RepairDesk
Introduction To streamline the process, we’ve added a new option that enables you to view payment history directly from the Manage Invoices page, View Invoice page and Invoice History Popup on POS. View Payment History Option: A new View Payment ...
Recurring Billing in RepairDesk
Recurring payments are automatic payments that enable you to charge a customer on a regular basis. This feature allows for seamless subscription-based billing within RepairDesk, making it easier to manage and collect payments. To set up recurring ...
Sending Multiple Invoice Reminders
Late payments can disrupt your cash flow, but automated invoice reminders help you stay on top of collections without the hassle. With just a few clicks, you can send timely notifications to customers about their unpaid or partially paid invoices, ...
How can I Add Terms & Conditions on Receipts, Invoices and Signatures?
Running a repair business requires some set agreed terms and conditions between you and your customer who is availing any service from you. These terms and conditions are mentioned on receipts and invoices of different types, acting as a reminded to ...
Enter Access PIN before creating an invoice or adding a payment
Having several employees in your repair store can be quite handy for business. However, for an organized record of sales transaction and to know who actually did a sale, it is necessary to have a tool that keeps an active record of invoice creation ...
How can I send Invoice via email?
RepairDesk allows you to send invoices via email to your customers or anyone else in a couple of clicks. To send invoice via email: 1. Head to Manage Invoices section 2. From the list of invoices, click on Action button against an invoice and select ...
Manage Invoices
Overview Managing invoices can sometimes feel like a daunting task, but it is an indispensable part of running a business. Accurately calculating revenues and filing taxes relies heavily on having a well-organized system for managing invoices. In ...
Single payment for multiple invoices
There are times when you want to process a single payment for multiple invoices in case a corporate customer pays you via cheque or direct bank transfer. RepairDesk enables you to mark multiple unpaid invoices as paid all within one window. All you ...
How to update multiple invoices at a time?
Gone are the days when you would have to perform an action on individual invoices! Now with RepairDesk you can update multiple invoices at a time! It's very simple. Let us show you how! Steps: 1. Selecting Multiple Invoices: i. Go to Repairs>> Manage ...
How do I add a new product on invoice?
If you would like to add a new product on invoice page for an inventory item that is not listed yet, simply start typing product name i.e. iPhone 7 Front Camera. An option titled "Add New" will be displayed. Click on "Add New" and it will open a pop ...
How can I add/edit customer to an invoice?
You can add an existing or new customer from the customer field on Invoice page. To select an existing customer to an invoice, simply search the customer via their name or contact details from the search field and select from the drop-down menu. If ...
How can I edit or customize Invoice design?
You can fully customize invoices with your company logo, slogan, footer along with terms and conditions through RepairDesk. It's super easy to implement and will take only a few clicks. Edit Invoice Footer and Details To modify company information ...
Can I change/ edit Invoice number?
With RepairDesk, you have the flexibility to personalize the ID number for each invoice. To modify the ID number of a specific invoice, navigate to the Manage Invoice section. From there, select the desired invoice by clicking on the Action button ...
Can I create a duplicate invoice?
To duplicate or clone an invoice, go to Manage Invoices and choose an invoice. Click the Action button and select Clone from the menu. A copy of the chosen invoice will be made. Edit the cloned invoice as needed and click Save. Note: The cloned ...
How do I download an invoice in PDF Format?
Keeping a copy of customer's invoice in PDF format can be useful at times. To address this need, RepairDesk provides you the facility of exporting invoice as a PDF on your system. To do so, go to Manage Invoices. Open an invoice by clicking on Action ...
How do I print an invoice?
Print Invoice from POS You can print an invoice once you hit checkout on POS after adding items in basket. A pop up screen will open with multiple print options. Select Print Invoice from these options. Print Invoice from Invoice Listing However if ...
How do I add a payment?
You can take partial or complete payment against each invoice either through invoice listing page or after opening an individual invoice. If you want to add a payment from invoice listing, simply click an invoice's Action button and click on Add ...