Advice and answers from the PINATA Team

Search results for:invoicing

What is Invoicing?

How to invoice gigs or tasks on PINATA… The PINATA invoicing tools allow you to organize all gigs by invoice, incorporate line-item expenses,… You can now control all aspects of the invoicing process from creation and editing to sending invoices

Understanding Invoicing Statuses

Let's discuss what each invoice status means!… See the different invoicing statuses below

How to use Filters on Invoices

Let's discuss how to use filters on invoices!… In this article, we'll demonstrate how to use filters within PINATA's invoicing tool

How to Unverify a Task

If the task(s) in question have been invoiced using PINATA's Invoicing tool, you will not be able to

How to View Billing Information

This field cannot be edited once it is invoiced via PINATA's Invoicing tool… You can also quickly view billing information such as verified costs and invoicing information on the

How to Unsubscribe from Notifications or Close your Account

Invoices and Financials Notifications sent for our Invoicing tool

Financials Tab Explained

It's important to note that this is not our invoicing feature (let us know if you would like to add that

How to download an Invoice (or other Financial Data)

Downloading invoices as PDF or Excel or downloading Financial info into CSV… After you’ve created an invoice, simply click the Download icon to the right of the Invoice action button… If you ever need to download an invoice to use offline and/or import data into another accounting tool

How to Receive/Approve an Invoice on PINATA

Let's discuss how you'll receive invoices on PINATA… Here are the steps to receiving an invoice via your email: Agencies have the ability to email invoices… Select the Invoice you wish to view When viewing the Invoice you have the ability to mark it as

How to Create an Invoice

Let's discuss how to make an invoice on PINATA… Add the relevant gigs to this Invoice. Note: gigs can only be added to one invoice. … Once gigs are selected, access the invoice again by following steps 1 & 2 Double-check the Invoice