Yess

Yess has reduced the hassle of using different apps for various tasks. The invoicing was also never been so easy. 

The screenshots are from Freelancer / Agency dashboard but the process &amp; location is same for partners &amp; clients

On the project launch dashboard, there is a tab called <code> Contract &amp; Payment </code>. You can check all your finance there.

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You can perform many actions on invoices like - 

Open any invoice → Click on the status in the top right corner.

Open any invoice → Click on <code> 3-dots </code> at the top right corner → Click <code> Download PDF </code>

Open any invoice → Click on <code> 3-dots </code> at the top right corner → Click <code> Delete this invoice </code>

Open any invoice → Click on <code> Send Now </code> button on the top right corner

A pop-up will appear where you can write a custom email subject and body if you wish! 

You cannot change the email ID of recipient. To change it you need to change it in the invoice

1. Changing the status of an invoice
 Open any invoice → Click on the status in the top right corner.
 
 
 
2. Downloading Invoice
 Open any invoice → Click on <code> 3-dots </code> at the top right corner → Click <code> Download PDF </code>
 
 
 
3. Deleting Invoice
 Open any invoice → Click on <code> 3-dots </code> at the top right corner → Click <code> Delete this invoice </code>
 
 
 
4. Sending Invoice
 Open any invoice → Click on <code> Send Now </code> button on the top right corner
 
 
 
 A pop-up will appear where you can write a custom email subject and body if you wish! 
 
 
 
 You cannot change the email ID of recipient. To change it you need to change it in the invoice

Read more about the project launch stage through the previous articles. 

<a href="https://help.yess.io/en/articles/6258072-how-to-invite-clients-or-freelancers-to-yess">How to invite clients or freelancers to Yess?</a>

<a href="https://help.yess.io/en/articles/6271854-how-can-i-finish-the-project">How can I Finish the project?</a>

- <a href="https://help.yess.io/en/articles/6258072-how-to-invite-clients-or-freelancers-to-yess">How to invite clients or freelancers to Yess?</a>
- <a href="https://help.yess.io/en/articles/6271854-how-can-i-finish-the-project">How can I Finish the project?</a>

Learn about what actions you can perform on the invoice

Actions On Invoice 🤹‍♂️

Changing the status of an invoice

Downloading Invoice

Deleting Invoice

Sending Invoice