Sales

Watch our invoice guide

This video shows you how to start raising invoices in the Crunch app.

Watch our credit note guide

If you raise an invoice in error and need to remove it, you will need to issue a credit note. This quick video guide shows you exactly how to do it.

How do I delete or edit a previously issued invoice?

Invoices are legal documents and need to have a consecutive numbering system, so you cannot delete (or write off / cancel / void) an invoice from the system entirely. Instead, you will need to raise a credit note against the relevant invoice. A credit note can be raised for the full amount of an in...

What are the best dimensions for the company invoice logo?

The best dimensions for your company logo on invoices is 300 pixels wide by 140 pixels high.

How to add a client

To add one of your clients to Crunch, firstly navigate to the "Sales" tab and then to the "Clients" tab in the sub menu. Then click the "Add new: Client" button near the top right hand corner: You'll then be presented with the "Add New Client" screen, which you will need to fill in so that it look...

How to issue / re-issue and email / print a sales invoice

Once an invoice has been saved as a draft it still needs to be issued to the client. To do this simply navigate to the "Sales" tab and then the "Invoices" sub tab: You can the use the sorting checkboxes to find the invoices that are in draft status. Once you've found the invoice you want to...

How to record a client payment

When one of your clients has paid you, you will need to record this fact in Crunch. To do so, simply navigate to "Sales" and then to "Client payments" and click "Add new: Client payment": Alternatively, navigate to the "Invoices" tab and select the "Options" of the relevant invoice, and then click "...

How to create a sales invoice

To raise a new invoice firstly navigate to the "Sales" tab. From the dashboard you can add a new invoice by selecting "Invoice" from the "Add new:" drop down menu. Another way to add an invoice is to navigate to your list of clients and select "Raise new invoice" from the relevant "Options" menu. No...

How to allocate a client payment

Unallocated client payments in Crunch will need to be associated with one or more invoices. For more information about unallocated payments, please click here. You will be taken to your remaining unallocated client payments after bank reconciliation if you have created new client payments while re...

How to create an estimate or quote

Whether it’s standard practice in your work or upon a client’s request, they may appreciate or even expect a quote or estimate for services you’re offering which aren’t a fixed sum. Within Crunch you have the ability to generate an estimate or quote from any of your existing draft invoices. Initia...

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