Creating an invoice is a quick and easy process in the our application! All you need to do is follow these simple steps:
- Click on Cash In > Invoices
- Click the Add Invoice button in the upper right area of the All Invoices page.
- Select a customer to invoice from your customer drop-down list.
- If you are creating an invoice for a new customer, click the [Add Customer] button to bring up the Add Contact modal. Once you have created this new customer, their information will automatically be added to this new invoice.
- Select the due date of the invoice; the invoice itself will be sent out automatically upon your finishing of these steps.
- If you want, you can enter a memo on the invoice. This would be where you would put a longer message or explanation about the goods or services.
- Select the Product/Service that corresponds to this invoice. For additional information on choosing and/or setting up the right Product/Service, click here.
- Enter the description of the specific item or service performed.
- Enter the dollar amount owed to your business, either by amount or as a product of quantity multiplied by unit price.
- If you need to enter in an additional line item for another category, click the [Add Line Item] button, and then repeat steps 7-9.
- If the invoice is all set, you can click the [Preview] button to see how the invoice will look, or the [Send Invoice] button to send this to the email address on file for that customer.
- Once an invoice has been created, it may take up to 5 minutes for it to be sent to the customer; but this invoice will show up immediately on the All Invoices page. It will have a send date of 'Pending' until it is sent to the customer; at this point the date field will update to the actual send date.
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