We all know that cash is king when running your own business, so let's dive in to how you go about raising client invoices.
Firstly if you navigate to the Sales tab, you'll land straight into the Invoices section. Here you will see a list of all sent/draft sales invoices colour coded as follows:
Orange - meaning the invoice is a draft.
Red - meaning the invoice is past its due date, so you know to follow up with your client.
Indigo - meaning it has been sent to your client but isn't yet overdue.
Grey - meaning it's a past invoice that money has been received for already.
Adding a new sales invoice
To raise a new invoice you simply hit the plus button.
At this point you will be able to add a new client if you wish or select an existing one. In order to learn more about adding a new client, check out our separate article on that.
After selecting the client you wish to invoice from the list, you'll be taken to the invoice template screen. From here you will notice your default bank account that is connected will display on the template. It's important to always have a bank account connected prior to sending any client invoices, or else you'll end up sending it without any bank details which means you won't get paid!
Adding a line item to the invoice
Next step is to
+ add new line item by pressing on the text.
From here you can either set up a new product or add a custom line item.
Adding a product
Products - are designed for recurring services or products that you sell regularly. These can be added based on units, hours, days or months by the rate at how much you charge for that specific unit.
Adding a custom line item
Custom line items - are more for if you're doing one off pieces of work or want to charge your client for a bunch of expenses/on-costs you've incurred.
Adding units to your product
If you select a product, the next step is to add in how many units of the product you'd like to add to the invoice. You can also add any notes at this stage that you wish to appear on the PDF. If you don't add notes, the default description will display your rate and units automatically.
After click on add line item, the invoice preview will populate with the total value for the line item like you can see below. To remove the line you simply hit the red remove button.
All invoices will default to the date you are raising them on, however if you need to back date or change payments terms, you can do this from the Advanced Options menu by clicking on the cog. From here you can also flag if the invoice is a credit note or refund by hitting the radio button.
Sending the invoice off to your client
When the invoice is finalised and you're ready to send it off to your client, all you have to do is hit the send invoice button. This will email the PDF version of the invoice to the email address you have for your client in the system. It will also CC your own user address into the email so you have comfort over the fact it has been sent.
If you need to send the invoice off to multiple email addresses or want to personalise the message yourself, we suggest that you pop your own email in the client box so you can send it to yourself, instead of having it sent directly to your client.