Collect Payments with Client Invoices

• Collect payments with Client invoices

  You can seamlessly create, edit and send invoices from your Portfoliobox admin panel.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 12, 2023

• Create a Client Invoice

  Whether you're selling physical products, digital files, or services, you can create, edit and send invoices seamlessly from your Portfoliobox admin panel.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Understanding the invoice status

  In your invoice list, you can easily locate invoices based on the customer's name or invoice ID, and even narrow your search by invoice and delivery status.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Edit a Client Invoice

  You can only edit the content of an invoice if its status is Draft. An invoice with the status Sent, Paid, Refunded, or Cancelled, cannot be edited. 

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Send an invoice to a client

  Send invoices directly from your Portfoliobox admin panel; simply hit send, and your clients will receive a professional and easy-to-understand invoice straight

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Manage your Client Invoices

  In your invoice list, you can locate invoices based on the customer's name or invoice ID, and even narrow your search by invoice and delivery status.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Duplicate a Client Invoice

  With a simple click, you can duplicate an existing invoice, and the duplicated invoice will instantly appear at the top of your invoice list.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Delete a Client Invoice

  Whether you've created an invoice in error, or want to declutter your records, the delete option allows you to remove invoices from your list with ease.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Print a Client Invoice

  The printing option is a valuable tool for creating physical copies or digital records of your invoices.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023