Worksheet - Invoice

Customer Invoices can be emailed or individually printed directly from a Brokerage Worksheet. On the worksheet, the Invoice document can be found in the Documents tab > New Document dropdown or under the More Actions dropdown. When preparing this document, default information is transferred directly from the Worksheet.

You can manage default information on the Invoice document in Settings > Options > Invoices, which allows you to enter the Payment Instructions and Terms & Conditions that will populate onto every invoice within cieTrade.net, as well as setup date and address preferences.

If you have additional questions, please contact the Support Team via email to support@cietrade.net.