Already created an invoice and made a mistake in the pricing, chosen the wrong layout or forgot to add certain articles? In this article you can read a...
Thu, 11 Apr, 2019 at 3:47 PM
There are two ways to create a credit note in Teamleader: creating a credit note from scratch and creating a credit note from an existing invoice. Foll...
Fri, 11 Oct, 2019 at 3:03 PM
A lot of companies prefer to charge to their customers in advance. Luckily, Teamleader makes it easy for you. There are three ways to create advance in...
Fri, 15 Jun, 2018 at 3:27 PM
Here you will read everything about how you can edit payment terms and how you can add your own ones next to the standard payment terms provided by Tea...
Mon, 9 Jul, 2018 at 3:14 PM
1. Go to Settings > Invoices > Preferences and enable the slider “Use PO numbers on invoices”. 2. Create a new invoice or open up an existing...
Fri, 23 Aug, 2019 at 9:39 AM
During longer projects, you may need to invoice a single client at different occasions. In those cases, it would be nice to be able to send these as a ...
Mon, 7 Oct, 2019 at 12:51 PM
Thanks to our agreement with Marty McFly and Doc Brown, Teamleader allows you to invoice in the past; but only until the date of your last invoice. The...
Fri, 15 Jun, 2018 at 4:12 PM
In Teamleader you can only delete the very last invoice of every fiscal year unless it’s a pending invoice (not booked yet). Pending invoices You ...
Wed, 28 Aug, 2019 at 1:53 PM
Subscriptions are used to create recurring invoices so you never forget to send the right invoice to your client. In Teamleader, there are three differ...
Fri, 11 Oct, 2019 at 3:01 PM
When you create a subscription, you have the option to book the invoice and have it sent to your customer automatically. To do so, you need to go to ...
Mon, 18 Mar, 2019 at 2:39 PM
