Invoice and proposal questions, answered

The list shows only the invoices of the fiscal year selected at the top right. Switch the year, and reset the Status filter if the invoice still doesn't show.

Only active or pending invoices. Paid invoices can't be edited or deleted; use Refund instead.

When it's on, the search text must match exactly; when it's off, the list shows partial matches too.

It opens a prefilled copy of the invoice that you save as a new invoice. Change the invoice number first, since numbers must be unique.

Three: Invoices, Payments (receipts) and Reminders.

The greeting, the opening message, the closing message and the sign-off lines. The customer name, items and totals are filled in automatically.

Placeholders that fiscal50 replaces with real invoice details, such as the number and due date, when the email is sent.

Invoice emails: Classic · Centered, Modern · Left-aligned and Minimal · Rounded. Payment and reminder emails: Classic · Centered and Minimal · Rounded.

An invoice that bills a customer in advance for work you will do later. In fiscal50 it is a Normal invoice with the Retainer invoice toggle switched on.

Yes. Add one active service in the Retainer category of Products & Services. fiscal50 uses it as the line on every retainer invoice.

Your organization has no active Retainer service. Add one in Products & Services, or reactivate the existing one, then reopen Create Invoice.

fiscal50 uses a single retainer service for your organization. Use the Description on each invoice to explain what that retainer covers.

To set the sales tax rate for each product or service in each state, so fiscal50 can fill in tax on invoices automatically.

State, Product/Service and Tax Percentage are all required.

It shows the category the product or service belongs to in Products & Services.

Yes. Add one setting for each state and product/service combination you sell.

Work you sell and bill customers for, such as bookkeeping or consulting. You set it up once and pick it on invoices, proposals and retainers.

A group of similar services. Every service belongs to a category, which keeps lists organized and makes services easier to find on invoices.

A service is work you perform, such as consulting. A product is a physical item you sell, which may be tracked in inventory.

Category and Description are required. Enter a service name so you can recognize it in lists and on invoices.

Only approved proposals can be invoiced. Wait for the customer to approve, or re-send the proposal.

Shipping is billed once. If an earlier installment included it, it is no longer available.