You are about to see how you can create a new invoice and get paid by your customers! You may also use your invoices separately from one another. You can also create invoices without having to connect a payment processor!
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Check out our very easy to follow the steps below:
Start New Invoice
- Navigate to Sales>Invoices & Bookings from the left navigation.
- Once on the dashboard click on New and select Invoice.
Select Client
- In the next screen select a contact, individual (i.e. client, patient, student, or pet), or item (i.e. job, project, opportunity).
- If the client is new, you can add them by selecting + New Client.
Edit Invoice
- Editing options available:
- Add additional recipients, if applicable.
- Edit the business address and info that you want to be displayed on the Invoice
- Modify the label of the Invoice depending on how you refer to Invoices in your business (i.e. bill, statement).
- Start adding items to your invoice.
- The items can be existing services, or you can create new items to add to the invoice.
Edit Items
- If you need to add discounts or taxes to a line item, you can click on the 3 dot on the right of the item and Edit.
- In the following screen, you can edit the item details, i.e. name of item, description, quantity and prices. Discount by % or $ can also be applied to the item along with multiple taxes if applicable.
Add Terms & Conditions
- Terms & Conditions
- To add your terms & conditions navigate to Settings > Payments > Invoice & Estimates > Customize your invoice terms & conditions
Add Notes
- Note to client
- Any notes for the invoice can be added to this field.
- If you have a general note that you would like to be sent on all your invoices, you can save a note by checking the checkbox Save notes for future invoices.
- That will carry the same note over to any new invoice.
- You are able to remove or update your save note at any time.
- To remove a 'saved note' > erase the note in the field (make it blank) > select the checkbox to save notes for future invoices > select save draft.
- Reopen the draft, the note to client field will be blank.
- Any new invoice note to client field will be blank.
- To update a 'save note' to a new saved note > delete the existing note > enter your new note, select the checkbox to save notes for future invoices.
- That new note will appear on all new invoices.
- To remove a 'saved note' > erase the note in the field (make it blank) > select the checkbox to save notes for future invoices > select save draft.
- If you have a general note that you would like to be sent on all your invoices, you can save a note by checking the checkbox Save notes for future invoices.
- Any notes for the invoice can be added to this field.
Select Payment Options
- Allow client to pay online
- Checking this checkbox will allow your clients to pay via credit card or PayPal if you have a payment gateway connected.
- Allow client to pay parital
- Checking this checkbox will allow your client to submit a partial payment on the invoice.
Review & Send
- Review Invoice > select send, once complete.