• How to cancel an invoice / issue a credit note?

  Regardless of the reason, we strongly recommend canceling an invoice rather than deleting it. Whether it's an error, a test, an unpaid invoice, etc. This will prevent any accounting issues. To cancel an invoice, go to Accounting Credit notes. Then click on the + button and choose the invoice number you want to cancel. The credit note creation interface will appear. You can leave it as is if you want to cancel the entire invoice or make modifiSome readers

• How to set a default comment on my quotes / invoices?

  You have the option to add a personalized comment on each quote and invoice. However, if you have information to include on all your quotes and invoices, we recommend creating a default comment. Go to Settings My Account My Activity, then in the section "Estimates & Invoices". Examples of possible comments: Non-applicable VAT Payment delay Payment methods etc. Default comment (https://storage.crisp.chat/users/helpdesk/websiSome readers

• How to associate my quote / invoice with a shoot?

  You may have intentionally (or unintentionally) created your quote / invoice in the contact's file instead of the shoot's file and want to associate it with your shoot. To do this, simply edit your quote / invoice with the Actions Edit button, then at the bottom of the editing page, you will find the list "Associated Shoot". You can find the shoot you want to associate there, then save. Associated Shoot (https://storage.crisp.chat/users/helpdesk/website/1106822c7ec6b200/screenshot-2024Few readers

• How to retrieve a deleted invoice

  You deleted an invoice and want to recover it? It's possible! Fotostudio, to comply, keeps a history of all creations, modifications, and deletions of invoices. To access the history, go to Accounting Invoices and click on the History button (round arrow icon). Button "History" In the history, on the line of a deleted invoice, you willFew readers

• Why is the invoice number not correct when I create a new invoice?

  You will find in Settings Data Pricing and Billing on the right column, a field "Last invoice number". Your next invoice will be this number + 1. So if you modify this field to 10, your next invoice will be 11. Invoice numberingFew readers

• Where to display my billing details and payment methods?

  You have the option to display payment information above your invoices in the client interface. To do this, go to Settings Modules Online Payment. On this page, you can enter in the "Other(s)" section whatever you want: your bank account details, the list of payment methods you accept, etc. Section "Other(s)"Few readers

• How to apply a discount on a quote or invoice?

  When you create or modify a quote or invoice, you have two options for applying a discount: You can apply a discount percentage (%) only on one line. To do this, locate the line where you wish to apply the discount and fill in the "Discount (%)" column. This allows, for example, to apply a discount only on an option and not on the package. Discount on a line You will find a DFew readers

• How to create a quote or invoice without creating a shooting?

  Do not hesitate to create shootings in Fotostudio, even if it's a shooting project for a prospect and it might not be confirmed. You can always archive this shooting or associate it with a specific status like "canceled" or "not concluded". Shootings indeed offer many additional features, such as applying a payment plan, signing contracts, sending questionnaires, etc. It would be a shame to miss out on these. However, you have the possibility to create a quote or invoice directly in a contact'Few readers

• How to customize invoice / quote appearance?

  Change invoice themes You can't change the layout of the invoice, but you can customize the background. Either by choosing a predefined theme or by creating your own. For this, you'll need a JPG image in 784px * 1124px which will serve as the background image for your invoices. To create your theme, go to Settings My Account My Activity, then in the section "Estimates & Invoices". Theme selection (https://storage.crisp.chat/users/Few readers

• How to add terms and conditions ?

  To associate terms and conditions with a quote or an invoice, you first need to add them in Settings Data Contract Templates & terms of business. During the creation of a quote, at the bottom of the page, you can attach your terms via the dropdown menu "Terms and Conditions". For your client, a checkbox "I accept the T&C" will be displayed before clicking on the quote acceptance button. They cannot accept your quote without checking thFew readers

• How to display mandatory legal notices on my quotes / invoices?

  You can provide mandatory legal notices on your quotes and invoices by adding a default comment. For more information, see the article How to set a default comment on my quotes / invoices?.Few readers