An invoice is a bill. A document which details services or products a customer has agreed to purchase from a business. An invoice should typically contain the services or products you have/will provide your client along with cost break up and the total cost including any taxation information.
Your account comes with multiple invoice formats already built-in. You can choose and customize your invoice format as per your business requirements.
Select invoice format
Navigate to Collect Payments -> Create Invoice and select the invoice format of your choice and hit Select format
Add customer details to your invoice
In the Invoice Information section select the customer you want to send the invoice to. Your customer data like customer name, email id, mobile number and other customer information is automatically fetched from your customer database
Setup invoice billing details
In the Invoice Information section you need to set your bill date, due date and other fields you would have added in your invoice format. Bill date field is the date the invoice is issued. Due date field helps in sending timely reminders to your customers. Invoice payment reminders are configurable and can be setup as per your requirement.
Include items of sale in your invoice
Items of sale indicate the goods or service you are billing your client. You can add multiple items of sale or particulars in one invoice. Every particular at a minimum needs a description and amount. The amount field Absolute cost in your particular items is summed up and which makes up the Grand Total along with taxes.
You can add new particulars by clicking the Add new row button
Add the product right from your invoice creation screen. The particulars section of your invoice now features a drop-down of products/services you have already added in your Data configuration section. Along with this you can search and add new products from the particulars section.
Add taxes to your invoice
There are two ways to add taxes into your invoice:
- Invoice level taxes — Taxes which are common for all the items in your invoice
- Item level tax — Tax which is relevant only for an item within your invoice
Invoice level taxes
In the Add taxes section under Tax label select the relevant taxes as per your business category. Set the Applicable on values and the tax amounts are auto calculated and added into the Grand Total of your invoice
Item level tax
In case where there are multiple items at different tax values you set the GST at an item level. Once you have added your particulars with their respective taxes the Add taxes automatically reflects the selected taxes as per your particular entries. Here is the corresponding Add taxes section for the items shown above.
Send your invoice via email and SMS
Your invoice is now ready. Using the Notify patron button you could either Save this invoice or Save & Send this invoice. In the Save & Send option the invoice will get sent to your client over email and SMS. The client receives your invoice on their email id and mobile number as saved in your customer database.