Rave Help

Once you've set up your account's email(s) for payment request notifications, and linked to Xero (if required) we're ready to look at the ‘P...

Even if you are not connected to Xero, there are some great benefits to populating the progress payment page  Firstly, you can provide your client acces...

There are two things that we need to do to set up the accounts side of Rave - checking your accounts notification email is set up, and connecting to Xero ...

We are going to add a basic 'Non Contract' invoiceable and convert it to an invoice to notify accounts that they can request payment, and to also ...

How to Add a Basic Invoiceable  To add a new (non-detailed) invoiceable line to any payment sections of the progress payment (payment schedule) sub-tab we:...

How to Edit a Basic Invoiceable  To edit an existing basic invoiceable we: Click the ‘Pencil' (edit) icon  Change the description or the value (incl...

How to Add a Comment or Note to an Invoiceable/Invoice You can easily add comments, and/or notes to invoiceables and invoices - each of which has its own a...

How to Add an Attachment to an Invoiceable/Invoice You can easily add an Attachment to invoiceables and invoices - which are viewable to branch users and t...

We've covered adding and managing 'basic' Invoicables in this FAQ guide - we are now ready to look at adding and managing Detailed and Multi-l...

> Sending a payment request notification to your Accounts team, and pushing a draft invoice to Xero (if connected)   Next up is to notify the accounts ...