Introduction to Invoicing

The Invoicing section allows you to create, manage, and send invoices to clients, helping to streamline billing for services and products. When creating a new invoice, you can select terms and apply a custom theme, ensuring the invoice aligns with your company’s standards. Each invoice includes key details like the issue date, due date, and client information, providing clarity for both your team and the client. Within the invoice interface, you can add services, products, or discounts and rearrange items as needed to fit the client’s requirements. The summary section automatically calculates subtotals, tax, and the total amount due, making it easy to track expected payments. With options to print and perform other actions, managing and sending invoices becomes an efficient, professional process.

Prerequisites: Authorised Users.