Finance
Finance articles
13 articles
- Creating InvoicesHow to create an Invoice in Agiled? To create an invoice, go to Finance -> Invoiceand click on Plus button. This will take you to create invoice screen. Follow
- How to send payment linkYou can follow these steps to send the payment link: 1. Go to the 'Finance', click 'Invoices.' 2. You can send the link of invoices by using the 3 dots menu und
- What currencies do Agiled support?Here are the currencies Agiled supports right now. currency_name currency_symbol currency_code United States Dollar $ USD Pounds £ GBP Euros € EUR Rupee ₹ INR A
- How to change invoice template?To change the invoice template follow these steps: 1. Go to the Finance option on the right side of the toolbar. 2 . Then click on ' Invoices' from the list. 3.
- Creating EstimatesHow to create Estimate/Quote ? You can send professional estimates or quotes to your customers to get their approval and close more deals. To create an estimat
- How to create recurring invoiceRecurring Invoices are the automated invoices. You set their frequency, interval, and cycle and the system automatically sends those invoices to the recipients
- How to send an invoiceFor sending an invoice you need to follow these steps: 1. Go to the 'Finance', then click on 'Invoices.' 2. It will take you to the list of invoices you have, Y
- How to send an estimateFollow these steps for sending an Estimate: 1. Go to the 'Finance', click on 'Estimate.' 2. It will take you to the list of Estimates. Select the estimate you
- How to send payment reminder for an invoiceSending a payment reminder is an important part of a business. You need to send payment reminders to get paid faster. Here are the steps you can follow to send
- How to delete an invoiceIn order to delete an invoice you need to follow these steps: 1. Go to the 'Finance' in the toolbar, then open 'Invoices.' 2. A list of invoices will open in fr
- Creating a New Invoice in AgiledIntroduction Hello everyone! In today's video, we're going to learn how to create a new invoice in Agiled. This process is important for managing and documentin
- Recording An ExpenseHow to record/create an expense? To record/create/add an expense in Agiled go to Finance - Expenses and click on Add button. It will take you to add expense pa
- Converting Estimate To InvoiceHow to convert an estimate to an invoice? Converting an estimate to invoice manually can be exhausting. Agiled gives you ability to instantly convert your estim
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