Procedure For Creating A New Invoice

To streamline your billing, you can now generate invoices directly through your CRM. This smooth integration simplifies financial management, making it easier to handle transactions and customer relations effectively.

Initiating a New Invoice

Start by clicking the “+ New” button to create a fresh invoice. If you wish to include standard terms of service or add additional notes, click on the gear icon next to the “+ New” button.

Navigating the Invoice Editor

After clicking “New,” you will be taken to the invoice editor screen.

Personalizing Your Invoice Name

Customize the invoice title to help with identification in your invoice list. Giving each invoice a unique name makes it easier to manage a large volume of invoices in your system.

Completing Invoice Details

Fill in these six key sections before sending your invoice:

1. Business Information: Edit your company details by clicking the respective text fields.

2. Logo Upload: Add your logo from the CRM’s media library. Ensure your logo is available in the library beforehand.

3. Client Information: Input client details and adjust the invoice number, issue date, and due date. The system will assign a sequential invoice number, which can be modified if necessary.

4. Add Products/Services: Select products from your list and edit prices and quantities as needed.

5. Itemized Totals: The subtotal displays the combined cost of all items. Apply discounts if needed, and the system will calculate the final amount.

6. Notes/Terms: Modify or insert any specific terms and notes for the client.

Reviewing and Finalizing Your Invoice

Before sending the invoice, you can review its current form to ensure all details are accurate. This gives you a chance to verify that everything is in order.

Recording and Tracking Payments

If your clients make payments through other methods like cash or check, you can manually record these payments. This feature also allows you to log payments in real time, such as when you're on a call with the client.

• Credit Card Payments: Record transactions made by card.

• Manual Payments: Record payments received by cash, check, or bank transfer.

Saving and Dispatching Invoices

Once the invoice is finalized, click "Save" to store all changes securely. When you're ready, send the invoice via email or text message. You can also use the test mode to ensure the invoice is correct before going live.

Duplicate and Mark as Sent

This option allows you to quickly duplicate an invoice for future use while marking the original one as sent, saving you time and effort.

Managing Client Information

Easily add, update, or delete client details in your CRM, making invoicing more efficient. This feature ensures you always have accurate client information on hand for invoicing.

• Add Client: Save new client details for future invoices.

• Edit Information: Update client records when necessary.

• Remove Client: Quickly delete incorrect client entries.

Adding Taxes and Discounts to Invoices

Include tax rates and discounts directly on your invoices to ensure accurate billing. These features allow for precise calculations of the final amount your clients owe.

• Apply Taxes: Add tax rates to individual products or services.

• Discounts: Insert discounts by specifying a percentage or amount.

By integrating invoicing with your CRM, you can simplify both financial management and client relations, leading to more efficient and organized business operations.