Patriot Software

Learn how to add a business logo to your customer invoices in accounting

Adding a Business Logo to Customer Invoices

Managing Your Customer Invoices

Applying Credits to Customer Invoices

Adding and Editing Customers

Setting Your Invoice Payment Email Reminders

How do I add shipping charges to a customer invoice?

Learn how to create an estimate for your potential customers in accounting

How to Create an Estimate in Accounting

Learn how to email your estimates to customers or potential customers.

How to Email Estimates To Your Customers

Adding Discounts to Your Customer Invoice

Learn how to record a customer payment after sending an invoice in Patriot Accounting.

Recording a Customer Payment

Voiding a Customer Credit

Invoicing Your Customers

Voiding a Customer Invoice

Customize the look of customer invoices, credit memos, and estimates in Patriot Accounting Premium. Choose a template layout, add your business logo, select an accent color, and set a default…

Customize Invoice, Credit Memo, and Estimate Templates

Managing Your Customer Estimates

Voiding a Customer Payment

How to Issue a Credit to Customers

How to Set Up and Manage Recurring Invoices

Setting Payment Terms on Invoices

How to Email an Invoice or Credit to Your Customers

Managing customers, invoices, estimates, credits, and payments received

Customers & Invoicing

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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