General

1. What is an Invoice in Markate?
An invoice is a professional document you send to your customers requesting payment for products, material or services. Markate lets you create, customize, send, and track invoices easily from both Desktop and App.

2. How do I create a new Invoice?
Go to Sales > Invoices > New Invoice. You can also convert an Estimate or Work Order into an invoice. Fill in customer details, add line items, set payment terms, and send.

3. Can I convert an Estimate into an Invoice?
Yes. Once an Estimate is approved, you can convert it directly into an Invoice, saving time and avoiding re-entering data.

4. Can I rearrange line items in an Invoice?
Yes. While editing the invoice, hover over the six-dot icon next to a line item and drag it into the order you prefer. Save your changes when done.

5. How do I edit an Invoice after sending it?
Go to Sales > Invoices, select the invoice, and choose Manage > Edit. You can modify line items, customer details, and payment options before it’s fully paid.

6. Can I customize my Invoice?
Yes. You can add your business logo, set payment terms, include notes, and adjust line item details.

7. How do I add taxes or discounts to an Invoice?
When creating/editing an invoice, you can apply tax rates or add a discount line directly to the invoice before sending.

8. How do I export or print an Invoice?
Open the invoice and select Download PDF or Print. You can also email it directly to the customer.

Payments

9. How do I delete a payment from an Invoice (Desktop)?
Open the invoice.
Find the payment list on the top-right side.
Press the trashcan icon next to the payment.
Once all payments are removed, you can delete the entire invoice if needed.

10. How do I delete a payment from an Invoice (App)?
Open the invoice.
Tap View Payments.
Select the trashcan icon next to the payment.
To delete the invoice, swipe left on it and tap the trashcan icon.

11. Can I delete an Invoice entirely?
Yes, but only after all payments recorded on it have been deleted. Then:
On Desktop: Go to Invoices > Manage > Delete Invoice.
On App: Swipe left on the invoice and tap the trashcan icon.

12. How do I record a payment on an Invoice?
Open the invoice, select Record Payment, enter the amount, payment method, and date, then save. This keeps your records accurate.

13. Can I apply partial payments to an Invoice?
Yes. Markate supports partial payments. You can record them manually or set up a Payment Schedule for structured installments.

14. How do I view past payments on an Invoice?
Open the invoice and scroll to the Payments section. All payments, dates, and amounts will be listed here.

15. Can I issue a refund on an Invoice?
Yes, on Invoice preview, go to More > Refund. Enter the Refund amount and click Refund. Check Refund amount under Refunds section on Invoice preview.

Payment Schedules & Installments

16. What is a Payment Schedule?
Payment schedules let you break down an invoice into multiple payments (fixed amounts or percentages). Each payment can have a name and due date. Customers then pay in sequence until the invoice is cleared.

17. How do I set up a Payment Schedule?
Create or edit an invoice.
Scroll to Payment Schedule > Manage Payment Schedule.
Choose amount or percentage split.
Add due dates and payment lines.
Save and send the invoice.

18. Can customers pay invoices in installments?
Yes. Once you set up a Payment Schedule, customers can pay in multiple parts until the balance is cleared.

19. Can I record payments out of sequence in a Payment Schedule?
No. Payments must be recorded in order. For example, the first installment must be paid before the second can be recorded.

Resending & Reminders

20. How do I resend an Invoice to a customer?
Go to the invoice, click Manage > Resend (Desktop) or Share/Send (App). This sends the invoice link again by email or text.

21. Can I resend multiple invoices at once?
Yes. Select the invoices you want to resend by checking them, then click the Resend Invoices button at the top to send them in bulk.

22. How do I resend an invoice individually?
Go to Sales > Invoices.
Select the invoice, click Manage > View Invoice.
Click More > Resend Invoice, then confirm.

23. How do I resend invoices from the mobile app?
Open the invoice on your phone, tap the three-dot menu in the top right corner, and choose Resend or Resend Reminder.

24. Will customers get reminders about unpaid Invoices?
Yes. Automated reminders can be sent to customers for upcoming or overdue payments, depending on your settings.

Closing, Write-Offs & Tracking

25. How do I write off or close out an unpaid Invoice?
If an invoice is uncollectible, you can mark it as Closed out.
Go to Invoice > Manage > Close Out Invoice.
It will then be marked as Paid but noted as Closed Out.

26. How do I track overdue Invoices?
Markate shows overdue invoices in red within the Invoices dashboard, making it easy to follow up.

27. Can I see the status of an Invoice (Paid, Partial, Overdue)?
Yes. Each invoice is clearly labeled with its status on your dashboard (e.g., Draft, Sent, Partial, Paid, Overdue).

Online Payments

28. Can I accept online payments through Invoices?
Yes. If you’ve enabled online payment integrations, customers can pay directly from the invoice using a card or other supported methods.

Deposits

29. What is a deposit request in Markate?
A deposit request allows you to collect a partial payment (fixed $ or %) before the customer proceeds with the full invoice.

30. How do I request a deposit on an invoice?
Create a new invoice (Create > Invoice or Sales > Invoices > New Invoice).
Scroll down to the Request a Deposit section.
Enter either a dollar amount or a percentage.
Preview and send the invoice.

31. What does the deposit look like for the customer?
On the invoice, the customer will see their total balance and the deposit due. They must pay the deposit before moving forward with the invoice.

32. Can my customer pay the deposit online?
Yes. If you’ve enabled online payments, your customer can pay the deposit amount directly from the invoice.

33. What happens after the deposit is paid?
Once the deposit is paid, the invoice balance will be updated, and the customer can proceed with the remaining payment(s) according to the schedule or due date.

Display & Visibility Options

34. Can I hide item quantity and price from invoices?
Yes. You can choose to show only the invoice Grand Total to customers.

35. How do I enable hiding of quantity and price on invoices?
Go to Invoices from the menu.
Click Settings.
Scroll to Show only Invoice Grand Total to Customer.
Check Show only Invoice Grand Total (Hide quantity and item price).
Click Save Changes.

36. Is this feature available on both desktop and app?
Yes, you can hide quantity and price on invoices in both the Desktop and App versions of Markate.

37. What will the customer see if this option is enabled?
The customer will only see the Grand Total of the invoice, without line-item details like quantity or price.

Recurring Invoices

38. What is a Recurring Invoice?

A Recurring Invoice is an invoice that is automatically generated at regular intervals (daily, weekly, or monthly) for the same customer with repeating line items and prices. It helps you save time by automating repetitive billing.

39. Where can I create a Recurring Invoice?

Recurring Invoices are only available on the Desktop version of the application.

Go to: Sales > Invoices > Recurring Invoices > +Add Recurring Invoice

40. How do I set up a Recurring Invoice?

1. Navigate to Sales > Invoices > Recurring Invoices

2. Click +Add Recurring Invoice

3. On the New Recurring Invoice page:

   • Select Customer, Location, and Job Name

   • Choose Start Date, Due Terms, and Repeat Frequency (Daily/Weekly/Monthly)

   • Set Repeat Every (1–30 days/weeks/months)

   • Choose when it Ends (Never, on a specific date, or after a set number of invoices)

   • For monthly frequency, you can select a specific day of the month or day of the week.

4. Add your Invoice Items as usual.

5. Click Save.

41. Can I preview my Recurring Invoice?

Yes. Once details are entered, you can view an Invoice Preview before saving.

42. What is a Child Invoice?

A Child Invoice is an individual invoice generated from the Recurring Invoice schedule.

• They are created automatically based on the set frequency.

• You can also add one manually by clicking +Add Child Invoice.

43. How do I add a Child Invoice manually?

1. Click +Add Child Invoice.

2. On the pop-up, click Add Invoice.

3. It will navigate to the Edit Invoice page where you can input details.

4. Save the invoice.

44. Can I change or stop a Recurring Invoice after setup?

Yes. You can always:

• Edit the original Recurring Invoice to update frequency, dates, or items.

• End the recurrence by selecting a specific end date or number of invoices.

• Go to Recurring Invoice Preview > More > Stop

45. Will I be notified when a Recurring Invoice is generated?

Yes, you will see the Next Invoice Date in the Recurring Invoice list. The system will automatically create the invoice on that date.