Already created an invoice and made a mistake in the pricing, updated the info of the customer, chosen the wrong layout or forgot to add certain articl...
Thu, 10 Dec, 2020 at 11:39 AM
In this article we are going to explain to you how to make a proforma invoice in Teamleader. 1. Go to invoices and then click on Add invoice in the u...
Thu, 30 Jul, 2020 at 12:50 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...
Mon, 14 Dec, 2020 at 12:03 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...
Wed, 4 Nov, 2020 at 2:08 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...
Thu, 10 Dec, 2020 at 12:07 PM
Teamleader allows you to invoice in the past; but only until the date of your last invoice. The underlying reason for that is the automatic numbering s...
Mon, 18 Jan, 2021 at 12:01 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...
Thu, 10 Dec, 2020 at 10:22 AM
In this article, we'll explain to you how you can copy an invoice in Teamleader. This functionality can be very useful if you need to invoice the sam...
Thu, 10 Dec, 2020 at 10:20 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 ...
Tue, 2 Feb, 2021 at 2:44 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 ...
Thu, 10 Dec, 2020 at 10:19 AM
