The best way to create an accurate quote for a client is to calculate the budgeted time on a project. Skylight has a great feature for this, by being able to turn budgeted time on a project directly into a quote for a client. This tutorial will explain how this is done. Creating a Quote […]
So you have created an invoice, and now it’s time to send your online invoice to a client. In this tutorial, we will go through the steps of how to send an invoice to a client. It is the same process for sending a quote or a purchase order. Send invoice from invoice preview It […]
Preview an invoice, the way it will look when it is sent to your client or exported as a PDF. These options work exactly for quotes and purchase orders.
The invoice edit view; this is where line items are added. Please note that quote and purchase order add views have the same functionality. The Invoice edit view is split into the sections highlighted in the above image. At the top of the page, you can view the project with which this invoice is associated […]
This tutorial will walk you through the Invoice Add Form, and will explain its different sections as well as help you create an invoice. Please note that quote and purchase order add views have the same fields. After you have clicked to add an invoice, the following view will appear asking you for various bits of […]
If repetitive data entries, invoices, and quotes on various word and excel documents are a normal part of your daily routine, it's time for you to bring in Skylight online accounting software to save the day. Accounting Features in Skylight - An Overview Many businesses incur huge expenses in tracking project information between multiple applications, […]
When you need to recreate regular invoices with the same information over and over again, it is best to use templates. With templates you can pull in various data variables used in Skylight in to a customisable format. For instance, a template that generates a booking form, customized quotation, delivery details. Create a New […]