Help Centre | TradeHelp

An invoice can be edited at any time, before or after you have sent it to the customer.  

*Please note
Quotes and invoices can only be created on desktop in the TradeHelp Office upgrade packages, TradeHelp Office PRO and Office HeatPRO.  

If you are not on an upgrade package please create your quotes and invoices within the TradeHelp app by following the process below.  You can then log into TradeHelp Office for desktop to view, download and print these documents if required. 

TradeHelp App for mobile

  1. Select Invoices from the main menu and select the invoice in question to open
  2. Select button 1. Add Line Items to add or edit line items
  3.  To edit or delete an item already created, simply swipe across the item from right to left to display the actions
  4. If choosing to Edit, make any required changes to the line item and select Save
  5. Select number ‘2. Add Notes’ to edit any free type information showing on your invoice and select Done
  6. Select number ‘3. Confirm / Send’ to edit the invoice status, payment terms, and discount if required
  7. You can record any payments you may have already received by selecting the Paid option
  8. If you are resending the invoice and would like to receive payment reminders once the customer’s invoice is overdue, switch the payment reminders toggle ON
  9. To view the invoice select Review Invoice in the top right hand corner
  10. Select Invoice Actions and Email Invoice to send to your customer
  11. Check the email address and press Send then send the quote through your mail account

TradeHelp Office PRO and Office HeatPRO for desktop

  1. Select Invoices from the main menu or go to Customers from the main menu and select the customer in question
  2. Find the invoice in the Invoices list or by scrolling down within the Customer profile to Invoices
  3. Open the invoice by clicking on the Invoice Number 
  4. Add, Edit or Remove a line item by selecting the relevant action from the right hand side of the screen
  5. To edit the Discount applied, select the discount total, edit and Save
  6. Any payments you may already have received can be added by selecting the Record Payment button
  7. Select View Invoice from the top banner to view the updated invoice pdf
  8. Select Email Invoice from the top banner to send the invoice to your customer 
  9. If you have linked your account with a Quickbooks or Xero account you can export the invoice directly by selecting Export Invoice from the top banner (see also Linking my TradeHelp Account to Quickbooks or Xero)
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