Create An Invoice

This guide walks you through creating invoices, from accessing the invoicing section to customising them with the right details and line items. You'll also learn how to manage invoices effectively, including viewing your invoice list, checking details, and tracking payment statuses. Follow this guide to keep your invoicing process running smoothly, maintain a professional image, and stay on top of your business finances.

Feature Key Points:

  1. Accessing Invoicing: Log in and navigate to the Payments tab to access the invoicing section.
  2. Creating a New Invoice: Within the invoicing section, click "Create New Invoice" to get started.
  3. Filling in Essential Details: Enter client information, invoice date, due date, and payment terms accurately for clarity and processing.
  4. Adding Line Items: Specify products or services with detailed descriptions, quantities, rates, and applicable taxes.
  5. Automated Total Calculation: The software automatically calculates the total amount based on your line items, eliminating errors.
  6. Customisation Options: Personalise invoices by adding your company logo and any relevant notes or terms.

Feature Key Benefits:

  1. Professional Invoices: Generate professional invoices that enhance your brand image and credibility.
  2. Efficiency: Streamline the invoicing process with automated calculations and pre-filled templates.
  3. Transparency: Detailed line items provide transparency, helping clients understand the value received.
  4. Centralised Management: Access a full list of invoices in one place for easy tracking and management.
  5. Payment Tracking: Automatically track payment statuses to identify paid, pending, or overdue invoices.
  6. Flexibility: Edit or delete invoices as needed, maintaining accuracy and clarity throughout the invoicing process.