Sales

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

If you want to create a credit note on one of your issued invoices that is yet to be paid, simply navigate to the "Sales" tab and then to "Invoices" in the sub menu to see a list of your invoices: Then navigate to the "Options" menu of the relevant invoice and select "Raise credit note": ...

What is Self-billing?

Employees who conduct their work through an approved agency will often find that they do not have to issue invoices themselves, as these are circulated by their agency. Even though it may seem unnecessary to bill a client through Crunch, it is paramount that you record an invoice to represent the ...

How to add a recurring sales invoice

To set up an existing sales invoice to automatically recur, you will need to navigate to the "Invoices" list under the "Sales" tab, and click "Set up recurring invoice" on the relevant options menu. The "New recurring invoice event" form will appear and here you can select exactly when you ...

How to invoice time in Crunch

If you are working under contract to a company and being paid on a weekly basis based on an hourly rate, you should record this in Crunch by navigating to the “New Invoice” screen. Set the “Invoice Options” to display a ‘Detailed Line item type’, as below: You can then add your fee for a day’s wo...

How to add a default note to my invoices / How to show my payment deta...

If you want to add a consistent sales invoice note to all of your invoices, navigate to the "Your Crunch" tab and select the "Dashboard": Then in the middle of the page, you'll see the "Account Settings" area. Click on "Document Settings": ...

How to Issue a Client Statement

Some companies request to receive a regular statement by which they can then determine how much payment is owed, rather than paying invoices as and when they crop up. You now have the option to issue a client statement detailing all the given invoices and payments over a desired duration, whether t...

Customising the 'sender' details on outgoing emails

You can adjust your email settings in Crunch to customise the name and the response address of the sender on outgoing emails, such as the email sent when you issue an invoice to your client or send a payslip to your employee. This may be useful if you wish to change the name sent on outgoing emails...

How to add a company logo

To add a company logo firstly navigate to the "Your Crunch" tab and then to the "Dashboard": On the dashboard you'll notice a section entitled "Account Settings", where you can click "Company logo" to take you to the upload screen: On the following screen click "Choose File" t...

How to refund a client

To add a credit note to a sales invoice after a client payment has been received (i.e. refund a client) firstly navigate to the Sales tab and then to Invoices: From the list of invoices, select the settled invoice that you would like to refund and click on its "Options" button before clic...

Invoice Importer guide

Invoice Importer allows you to use a .csv file to easily add multiple invoices to Crunch at once. How does it work? Navigate to https://labs.crunch.co.uk/invoice-import/start. Enter your details and click ‘Authorise’. On the next screen, check ‘Yes’ and click ‘Submit’ to connect Invoic...

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