Invoicing

In this video, you’ll learn how to review unconfirmed charges, create client invoices, export the data, and send final invoices to your accounts system. 

In just five minutes, you’ll learn how to:

• Review all outstanding picking, packing, shipping, storage, returns & goods‑in charges
• Filter charges by date range to invoice weekly, monthly, or quarterly
• Create an invoice with a custom name and move all items into a final invoice
• View invoices in View Invoices, with totals and itemised breakdowns
• Download PDF versions (per charging category, with VAT shown)
• Export invoice data to Excel for sharing with clients
• Unconfirm an invoice to return items to the unconfirmed list for corrections
• Send invoices to connected accounting tools like Sage, Xero, QuickBooks, and Access Financials
• Set up accounting integrations via Connect

With these tools, Mintsoft makes end‑of‑period billing fast, transparent, and fully traceable, helping you keep client invoices accurate and seamlessly connected to your finance systems.