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2016-06-20
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A bit difficult to navigate…
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2021-03-01
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It would be great if the system would take me straight to the My Docs page at login.
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Great for needed digital signatures on contracts, etc. We also use it to edit maps we use in our business for clarity.
2021-02-12
Share Quantity Invoice Feature
The Share Quantity Invoice feature allows users to create and manage invoices with shared quantities easily. This tool simplifies billing processes while increasing accuracy and transparency.
Key Features
Create invoices for multiple customers simultaneously
Easily share invoice quantities across different invoices
Streamlined process for managing bulk orders
User-friendly interface for quick navigation
Real-time tracking of invoice status
Potential Use Cases and Benefits
Ideal for businesses that handle bulk sales
Perfect for service providers invoicing multiple clients at once
Enhances efficiency for teams working with shared materials
Reduces errors in billing and increases customer satisfaction
This feature addresses common invoicing challenges by reducing manual entry and simplifying complex billing situations. By implementing the Share Quantity Invoice feature, you can save time, minimize mistakes, and ensure that all parties have access to accurate information. This reliable tool supports your business’s growth while enhancing your customer relationships.
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What does it mean to send an invoice?
An invoice is a list of products or services given to a client that includes the cost of those services. In other words, an invoice is a bill. You send an invoice to someone because they owe your business money.
What do you need to send an invoice?
a unique identification number. Your company name, address and contact information. The company name and address of the customer you're invoicing. A clear description of what you're charging for. The date the goods or service were provided (supply date) the date of the invoice.
How does sending an invoice work?
In basic terms, an invoice is a bill sent to your customers after you complete a job or visit. The invoice establishes what services you or your company provided, how much is due and when, and how your customer can pay. Legally speaking, an invoice creates an account receivable.
What is the purpose of an invoice?
The most basic purpose for a sales invoice is to keep a record of the sale. It provides a way to track the date a good was sold, how much money was paid and any outstanding debt. The invoice is an invaluable tool for accounting. It can also track which employees make sales and the items they sell.
How do I send an invoice to a client?
To start, just go to your dashboard and click on “send an invoice”. Now you'll see a pop-up which lets you choose your client and project details (or create both), and choose the invoice type. Once done, just click on “create invoice”.
How do I send an invoice to a customer by email?
Include the invoice itself as an attachment, not in the body of the email. Use an invoice email template. Include the invoice number in the subject line. Keep a record of outstanding invoices. Have a template for collections emails.
What details do you need to send an invoice?
1. ' Invoice' A unique invoice number. Your company name and address. The company name and address of the customer. A description of the goods/services. The date of supply. The date of the invoice. The amount of the individual goods or services to be paid.
How do I make an invoice?
Go to Invoices > Overview. Click New Invoice and pick your client. Select Create a blank invoice, then click Next Step. You'll see a blank invoice. You can add a subject line, specify a due date, add taxes, re-order your invoice's line items, and more. Click Save Invoice.
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