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Managing Invoices

Help for managing invoices in the customer invoicing template for Excel

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The 'Invoice' sheet acts as an Invoice template which can be modified either manually or, in most cases, using the 'Invoice Control' functions to the right. Sections of the invoice template are:


The 'Invoice Control' box to the right of the invoice provides a menu of automated processes for managing invoices in the system. The options provided here are:

Screenshot: Managing Invoices