Quick Bill is a fast and efficient way to email an invoice to a client for a specific dollar amount without creating a full billing entry.
📩 Sending a Quick Bill
Click the blue Send Quick Bill button located in the top right of your dashboard.
On the setup screen, fill in the following required fields:
Client Email
Payment Amount
Deposit Account
Note: Additional fields are optional and can be left blank if desired.
Attach Documents (Optional)
Click the Choose File button to select a document from your computer.
Once attached, the filename will appear below the button with an option to remove it.
Limit: You can add multiple attachments up to a total of 10 MB.
Once all information is entered and files are attached, click Send.
🛠 Viewing and Editing Quick Bills
You can manage your existing bills directly from the dashboard.
To Edit or Resend: Click the Quick Bills tab on the left side of the Dashboard and select the specific bill you wish to manage.
Available Actions: * Resend the Quick Bill.
Update the bill information.
Mark the bill as Paid.
Delete: (Available for Owners and Admins only).