INVOICING

What is invoicing?

Sending an invoice or record of a transaction between a buyer and a seller is referred to as invoicing. This invoice is a financial document that lists each specific item that was traded for compensation, usually between a business and a customer.

In starting a credit repair business issuing invoices to your customers is just one of the many aspects of running a successful business. Without knowing how to invoice your clients, your business won’t have a way to collect pending transactions that your customers owed to you for goods or services rendered.

To create an invoice inside the software, go to the dashboard then select billing.

Then under billing select invoicing.

You will be routed to the invoicing screen where you can add and manage your client’s invoice.

You can always watch the training videos that we do have in here for your reference.

Then over here click the new invoice button.

A popup window will appear for you to create a new invoice.

In this section you need to select a customer.

Then here you can select the due date.

In this section you will be able to put the amount of the transaction.

You can also put a description inside the text box.

Once you’re done you can save it and send the invoice right away to your customer by clicking the save and email button.

But if you don’t want to send the invoice yet to your customer just simply click the save button.

You can filter the status of the invoices you've created in this section by selecting All to see all of them, pending to show those with the pending status, past due, paid, canceled, and archived.

You can also use the search box to look for a specific invoice for a customer.

Then this is the table where you can see the invoices you created.

This is where you can check the due date of the transaction.

In this column you will see the date when your customer settled the transaction.

Here’s the invoice number.

In this column is the name of your customer.

Then here is where you can check the status of the invoice.

In this column is the type of invoice you created since we have two types of invoices General and Pay Per Deletion invoice.

Then the amount of the invoice.

Under the action column you will see different icons where you can edit the invoice, change the status to paid, cancel invoice, send the invoice to your customer, archived, delete, and print invoice.

An invoice is used as the basis for or evidence of a transaction between two parties. It outlines the agreement's conditions, including what is being purchased, how the purchase is to be made, who will get the product or service, the transaction date, and the deadline for settlement.