Frequently Answered Questions

Can I delete an old Invoice?

No.  South African legislation specifies that invoice numbers should follow chronologically and in numerical order.

Ok, so how do I fix an old incorrect invoice?

The correct procedure is to create a credit note for it.  Easily achieved from Actions -> Edit to Credit Note.  Or you can edit the invoice, and change the amounts to zero.

How do I prevent emails from being sent to my clients?

Have a look at our Clients page for detailed information.

To prevent a new document from being sent, set the Email To Client option to FALSE under the Document Information section.

The various Generate links under the actions menus does not email the document, only the Email links under actions menus sends the document via email.

When editing a client, you can change the default state of the Email To Client option for that client.

How do I limit my users so that they can only manage their own clients?

This feature is supported on Platinum or larger account types.

When you Add or Edit a user (Click on Users under the Settings dropdown menu item), check the Own Clients Access Only permission.

Take note that should your business account type downgrade from Platinum this option would become unavailable, and existing users will be able to view all clients.

Can I create departments for clients?

Yes!  This feature is supported on Diamond accounts.

We call it Sub Accounts.  You need to enable the feature under the Settings page, under the Sub Accounts tab.

Once enabled you'll need to add sub account types, after which you can add sub accounts to clients by either editing the client or adding a new client.

You can specify which emails need to go to which sub account, and which the client should receive.

How do I change my banking details?

By clicking on the Settings page, then visiting the Banking Details tab.  View the complete tutorial on our banking details & disclaimer sets page.

Can I easily update all products on recurring invoices / recurring pro-forma invoices?

Yes you can!  Click on Inventory under the Dashboard menu dropdown.  By editing a product here, you have the option to update all recurring invoices / recurring pro-forma invoices that has the current product. 

Note that everything of that item except quantity is updated on the various recurring documents.  The product code field is used as matching criteria.