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Flare Invoice Support – Help Articles and Support Forum
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Flare Invoice Support
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Help and Support

If you have a question or need help, please look over the documentation below or head over to the forum where we’ll be glad to assist you.

 

Getting Started


INVOICES
  • Your Invoice Dashboard
  • Creating an Invoice
  • Viewing an Invoice
  • Sending Invoices
  • Auto Reminders
  • Setting Up Online Payments
  • Setting Up Required Deposits
QUOTES
  • Creating an Quote
  • Viewing Quotes
  • Sending Quotes
  • Convert Quote to Invoice
  • Quote Approval Process

Managing Invoices and Quotes


  • Editing Invoices and Quotes
  • Deleting Invoices and Quotes
  • Attaching Files to Invoices
  • Attaching Files to Quotes
  • Copying Invoices and Quotes
  • Creating Recurring Invoices
  • Receiving and Managing Payments
  • Understanding Invoice Statuses
  • Printing and Downloading
CLIENTS
  • Adding New Clients
  • Editing Clients
  • Deleting Clients
PRODUCTS
  • Adding New Products
  • Editing and Deleting Products
TAX SETTINGS
  • Setting Up Tax Rates
  • Applying Taxes to Invoices and Quotes

Reports


  • Total Sales Report
  • Sales by Client
  • Client Performance

Time Tracking


  • Using the Time Tracker
  • Adding New Projects
  • Editing Projects
  • Deleting Projects
  • Adding New Project Tasks
  • Editing and Deleting Project Tasks

Account Settings


  • User Settings
  • Uploading a Logo
  • Invoice and Tax Settings
  • Payment Settings
  • Change Your Password
  • Change Your Subscription
  • Export Data
  • Cancelling Your Account

© 2022 Flare Systems, LLC.