Invoices & Estimates

How to Create Credit Note on an Invoice

How to Create a Credit Note

How to Add and Bookkeep Reimbursable Expenses on an Invoice

A reimbursable expense is a cost you incur on behalf of a customer. Travel expenses and special materials or supplies are examples of common reimbursable expenses. When you bill your client, include these costs on the invoice so that they can reimburse you.

How Balabook Bookkeeps Your Invoices

How to Record an Invoice Payment

How to Export Invoices in Balabook

How to Send a Payment Receipt Through Balabook

How to Send an Invoice Payment Reminder

Frequently Asked Questions about Invoicing

How to Find an Invoice

Use filters and search options to locate specific invoices based on criteria such as invoice status, invoice number, or date range.

How to Duplicate an Invoice

How to Edit or Delete an Invoice

You can only edit or delete the draft invoices.

How to Send an Invoice Through Balabook

What’s the Difference Between Saving an Invoice and Approving a Draft?

How to Add a Discount to an Invoice

How to Create an Invoice

Creating an invoice in Balabook is simple and allows you to customize every detail to match your business needs.

How to Generate a PDF to an Invoice

How to delete an invoice payment?

What’s the Difference Between Saving an Estimate and Approving a Draft

How to Send an Estimate Through Balabook

How to Export Your Estimates

How to Generate a PDF to an Estimate

How to Find an Estimate

How to Edit, Delete, or Duplicate an Estimate

An estimate is a document provided by a business to a customer that outlines the expected costs for a product or service before the work begins, typically including labor, materials, and other charges. It gives the customer an idea of the price, though it's not a final or binding amount.

How to Create an Estimate

An estimate is a document provided by a business to a customer that outlines the expected costs for a product or service before the work begins, typically including labor, materials, and other charges. It gives the customer an idea of the price, though it's not a final or binding amount.

How to Convert an Estimate to an Invoice

An estimate is a document provided by a business to a customer that outlines the expected costs for a product or service before the work begins, typically including labor, materials, and other charges. It gives the customer an idea of the price, though it's not a final or binding amount.

Troubleshoot Customers not Receiving Invoices Sent Through Balabook

If your customers are not receiving the invoices you send through Balabook, there are a few troubleshooting steps you can take.

Why Can’t I Delete Certain Customers?

A partner's profile gives you a clear overview of their key details and contact information.

How to Access a Partners Profile

A partner's profile gives you a clear overview of their key details and contact information.

How to Edit a Customer or Vendor

To edit a customer's or vendor's information, go to Partners in the left-side menu, find the name, click Actions, then Edit, make the necessary changes, and click Save.

How to Add a Customer or Vendor

In Balabook, a Customer is anyone you sell your products or services to, while a Vendor is someone you purchase goods or services from. You can easily manage both types of partners by creating and storing their details in your account. This allows you to send invoices, receipts, and keep track of transactions efficiently.