In this section, we provide the steps involved in creating an invoice to send to your customer's.
To create an invoice:
1) Press the green plus sign (+) to the bottom right of the page & press 'Create Invoice'
2) Press 'Edit header' to the top right of the page to enter your invoice identifier number, dates & payment terms. Press 'Done' when finished.
Note: Due Date further down the screen is linked to the header information you confirm.
3) Press 'Add Customer' to select a customer from your current saved list by pressing on their details, or you can add a new customer.
4) Press 'Add Item' to select a product/service from your current saved list by pressing on the item, or you can add a new product/service.
5) Press 'Card Payment' which will give you the option to use your Stripe account is already set up previously. If not, you can set up your Stripe account which will only take 5 minutes.
Note: If you do not wish to use Stripe as a payment method, you can enter payment details/instructions below the option so when the customer receives the invoice, they can pay you via the mentioned method & you will need to mark off the invoice as manually paid, as we cannot detect any payment made outside of a connected Stripe account.
6) Press 'Add Note' & press 'Add Photo' to enter extra details that you and/or the customer need within the quote.
7) Press 'Next' & press 'Send Invoice' when you are ready to supply the invoice to the customer.
Note: You will now be taken to the Documents screen where you can manage your invoices & check on the statuses.