Invoice management

Create an invoice template

Explains how to create an invoice template that you can then use to generate invoices.

Change an invoice template’s logo

Explains how to change the company logo that displays on your invoices.

Choose a layout for your customer’s invoice

Invoice layouts determines what type of information display on your invoices. This topic lists and describe the layouts that are available in VOGSY.

Create an invoice schedule

Explains how to create an invoice schedule.

Delete an invoice schedule

Explains how to delete an invoice schedule.

Create a subscription invoice schedule

Explains how to create a subscription-based invoice schedule.

Delete a subscription invoice schedule

Explains how to delete a subscription-based invoice schedule.

Set a custom invoice date

Explains how to set a custom invoice date.

Create a purchase invoice

Explains how to create a purchase invoice.

Change the approver for a purchase invoice

Explains how to set the approver for a purchase invoice.

Create a credit invoice

Explains how to create a credit invoice.

Create an expense

Explains how to create an expense record.

Add project costs to an invoice

Explains how to add project costs to an invoice.