Sales

How to add a new client and how to edit/delete

Fancy some visual assistance? Watch our handy tutorial video for Setting up your Clients in Crunch or check out our quick clip which you can enlarge by selecting: For step-by-step support, please continue below. To add one of your clients to Crunch, firstly navigate to the ‘Sales’ tab and then t...

How to create a sales invoice

Fancy some visual assistance? Watch our handy tutorial video for Raising & Issuing Invoices in Crunch. To raise a new invoice, navigate to the ‘Sales’ tab. From this dashboard, you can add a new invoice by selecting ‘New Invoice’ from the blue menu to the right. Note: Another way to ad...

How to issue/reissue and email/print a sales invoice

How to issue your 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 then use the sorting checkboxes to find the invoices that are in draft status or scroll down ...

How to add and edit a recurring sales invoice

Fancy some visual help? Watch our helpful tutorial video for Raising & Issuing Invoices in Crunch. Please note: You'll need to create a first instance of the invoice before you're able to do this, once you've got an existing invoice issued in Crunch you'll be able to set recurring invoices up. ...

How to record a client payment

Fancy some visual help? Watch our handy tutorial video for Recording Client Payments in Crunch. When one of your clients has paid you, you’ll need to record this in your account and there’s a couple of ways you can do this - we’ll start with the easiest method, and then we’ll show you an alternativ...

How to allocate a client payment

Unallocated client payments will need to be associated with one or more invoices. The same applies for expenses and refunds, too, so it’s best to understand the impact that these can have on your company’s year-end accounts prior to filing with HMRC and Companies House. “Unallocated” refers to pa...

How to raise a customer credit note before an invoice is paid

If you want to create a credit note against one of your issued invoices that is yet to be paid, has incorrect information, or perhaps is a duplicate of another invoice, simply navigate to the ‘Sales’ tab and then to the ‘Invoices’ sub-tab underneath. This will present all of your invoices. Now na...

How to refund a client

There may be (hopefully not) an occasion where you'll need to refund a client for some, or all, of your services. Whilst this isn't ideal, you'll need to make sure that this is recorded correctly in Crunch in order for it to be accounted for. To refund a client, navigate to the ‘Sales’ tab and then ...

Watch our invoice guides

This video shows you how to start raising & issuing your invoices in Crunch.

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.

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