Enterprise Features

How do I export Invoices, Estimates or Credits?

Windows PC Show advanced options by clicking Advanced from the transaction list. (Invoices/Estimates/Credits/Payments/Refunds) 2. Export to Excel by clicking Export to Excel. Available with an...

Read Article

What are credits and refunds?

Credit Why create a Credit? You would usually create credit for the same or lower amount than a invoice, and then refund the money your customer, or sometimes apply it as part of a payment towards ...

Read Article

Automatic Monthly Statements via Email

This article is about automatic monthly statements via email, a feature that is included in the Enterprise version. To read about automatic monthly statements via postal mail, please see this article: http://he...

Read Article

How do I add a new user to my account? (with VIDEO)

Street Invoice is multi-user and allows multiple users to access the same account. This requires Street Invoice Enterprise + Add-ons for additional users. See http://www.streetinvoice.com/pricing.html for detai...

Read Article

Edit your username

​Windows PC From the Main Screen, select Settings Click User List Select the user. Select Edit. Enter the new under Login Name.

Read Article

Export Customers and Items

Exports of Customers and Items in CSV are available by contacting Support.

Read Article