Invoices & Estimates
Bank-Only Transfers for Invoice Payments (SEPA & ACH)
This article explains how to configure invoices to support bank-only transfers in Adaptive AI.
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Estimates
Create and manage estimates before converting approved work.
14 guides in this area
Step-by-step library
Guides for Estimates
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Invoices & Estimates
Editing of Payment Schedules and Partially Paid Invoices
This article will show you how to edit invoices even after they’ve been partially paid.
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How to Set Up Flexible Payment Plans in Invoices
A payment schedule divides one invoice into predefined installments by percentage or fixed amount, each with its own due date and payment status.
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How to view all "Chart of Accounts" in Xero Integration?
If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it.
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Import Invoices Using CSV
Importing invoices using a CSV file provides a range of efficiency and accuracy benefits that streamline operations and eliminate redundant data entry.
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PDF Generation for Invoices and Receipts
This article outlines the recent upgrade to the PDF generation pipeline for invoices and receipts in Adaptive AI.
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Setting up QuickBooks Integration
Practical Adaptive AI instructions for “Setting up QuickBooks Integration,” including setup, verification, troubleshooting, and best practices by Adaptation…
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Mobile Estimates Dashboard and Builder
Estimates can be built and managed from the dedicated "Estimates" section in the mobile app.
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Attachments in Estimates and Invoices
You can now attach up to 10 files (with a 20MB total size limit ) directly to your estimates, invoices, recurring invoices, and estimate templates.
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ACH Debit payment method on invoices
ACH Direct Debit is now available as a payment method on invoices. This supports one-time invoices, Text2Pay links, and recurring invoices along with…
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How to Edit Recurring Invoices
An active or scheduled recurring invoice can be updated for future billing frequency, dates, products, services, and notification behavior.
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How To Link Opportunities with Invoices and Estimates
Quickly link an invoice or estimate while managing an individual deal in the CRM.
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How to Create and Manage Recurring Invoices in Adaptive AI
Navigate to the Payments section from the left menu and click on Invoices & Estimates. This is where you can manage all your invoices, including recurring ones.
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How to Create Invoices in Adaptive AI
Invoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do.
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