• Send Invoice to Email

    2025-04-03 09:39:17
    2Desk have the option to send this invoice to a customer which is related.  Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoic...
  • Recurring Invoice

    2025-04-03 11:01:27
    Navigate to Settings Menu -> Settings -> Cron Job Create a new...
  • Merging Invoices

    2025-04-03 12:34:21
    Merging invoices is feature in 2Desk CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is...
  • Invoice Overdue Notices

    2025-04-03 14:23:51
    You can send invoice overdue notice manually or automatically with cron job. Sending with ...
  • Record Invoice Payment

    2025-04-03 14:28:08
    While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view wi...
  • Create Invoice

    2025-04-03 14:46:08
    To create new invoice go to Sales -> Invoices and click on the button Create new invoice ...
  • Go to the customer profile and click on the tab you want to export data eq. invoices Select s...