Customer Invoice Improvements

creating an invoice in Patriot Software showing how to add the customer's name, product or service, purchase order #, and sales tax rate.

We have made improvements to our customer invoices for Accounting customers.

  • You can add a new customer, a new product or service, and a new tax rate directly on the “Create Invoice” page without having to leave and come back.
  • You can record an optional purchase order number on the invoice, as some end-customers require this in order to pay.
  • You can now create an invoice and save it as a draft to finish later.

For more details, see the following help article:
Invoicing Your Customers

More info about our software products