Getting Started Invoicing Clients: Flexible and time-saving Invoicing allows you to send one as a time; or create all invoices that are ready to be invoiced at once. You can Invoice By Start Date of Service, or End Date, and you can take payment at the Time of Invoicing if you choose.
Note: To take Payment during Invoicing, see Getting Started: Accepting Online Payments.1. Access Invoices
To Invoice clients:
- Select the Invoicing icon.
- Select a date range, to view uninvoiced service orders that START in the date range selected.
- Click "Reload."
2. Sort and Select Service Orders to Invoice
- Service Orders that START in the date range selected are displayed.
- To Invoice in advance of the service, click the word "Start" to sort by the Start Date of the Service.
- To Invoice after the service, click the word "End" to sort by the Start Date of the Service.
- Check the box for the Service Orders to select the appropriate invoices to create.
- Select "Create Invoices (Email)" to email clients their invoice.
3. Select Email Template and Create Invoices
- Select the Email Template you would like to use.
- Click "Create Invoices."
Advanced Bulk Invoicing features:
4. View Invoices
- Sample of an invoice email sent to a client.
- Invoices are saved in each Client Account.
- Invoices can be viewed by Invoice Creation Date in Bulk Invoicing.
Signposts...
Learn how receive payments and email clients:
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