Sales

How to edit or delete a client

Navigate to the 'Sales' tab, and then to the 'Clients' tab in the submenu. You will see a list of your clients. Next to the client, you want to edit, hover over 'Options' and then select 'Edit. Here, you will be able to edit all of your client's information. When you are finished, simply cli...

Can I create an invoice based on one I've already raised?

Absolutely! Firstly, navigate to the Sales tab and select 'Raise similar invoice' from the relevant invoice 'Options' menu of the invoice you want to replicate. From here, you can then make any changes you need. Need some more help? Check out our help guide on how to create a sales invoice.

Why is VAT not itemised on my invoices?

Without a VAT registration number, the crunch app will not add VAT to your invoices. You must have one in order to include VAT in a VAT registered invoice. Although we may have registered you for VAT, it could take up to, or more than, 14 working days to receive your VAT certificate. Check here fo...

Can I remove the "Produced by crunch.co.uk" footer?

At the end of various documents produced by us there is a small footnote reading "Produced by crunch.co.uk". Go to 'Your Crunch' and then to 'Document Settings'. There you can just untick the 'Show Produced by Crunch on PDFs' box to remove this message from your invoices

Late Payment Reminders

Late payment reminders are a super simple method of giving your clients a gentle reminder to pay you for your work. We realise that, more often than not, chasing outstanding/overdue payments can be an awkward experience, and an ineffective use of time. One of the benefits of setting up late paym...

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