Invoices

invoiced supports issuing new invoices directly through invoiced, instead of through your accounting system or a customer's subscription creating an invoice is a fairly simple process once you are logged into invoiced you can click invoices → new invoice now you are inside of the invoice editor the most important aspect of creating an invoice is to select the customer you wish to send the invoice to let's select the customer that we are invoicing click the dropdown where it says find or create client and start typing your customer's name if you have not created any customers, the customer will not exist yet, so you will need to click add my first customer as a new client a new dialog will appear where you can enter your customer's information you can refer to the customers documentation to find the step by step setup of the customer contact information once the customer is created and/or selected, the invoice information can now be generated this is where you are going to select the items the customer will be billed for let's break this part of the invoice creation into sections selecting a date in the right corner of the invoice, you will find a section to select a date of the invoice the date is when the invoice is created if you are going to be sending this invoice out in the future, and creating a due date or net payment term, you will want to set the creation date as the date in the future you wish to send it note the invoice will not automatically be sent on the due date, this is just for calculating the payment term purposes when selecting or creating the customer the invoice will go to, it will prompt you to select a payment term or if the customer will be on autopay the payment term for the customer or the autopay information will show under the date field if you wish to change this to a specific date to bill the customer, delete the payment term in the payment term selection and a due date box will appear here is where you can select a due date adding items to the invoice items refer to what you are invoicing the customer for this can include services, products, time, shipping, etc items can be created on the fly, within the invoice, or, they can be created and stored in the items list items are configured in settings → items please refer to the catalog tutorial for more information items can also have descriptions that will describe the reason or the product information they are being charged for this is not a mandatory field once you have selected or created the items the customer will be billed for, you can now select the quantity they will be billed for as well as the rate of the item applying a discount and tax you are now 75% of the way through creating an invoice! if you wish to apply tax or a discount to the invoice, follow these steps discounts discounts can be created before creating the invoice in your settings → coupons section please refer to the coupons tutorial on how to create these if you have not yet set up the discounts to be used, you can apply a manual discount on the invoice to apply a discount manually to the invoice, simply click on the +discount field this section will present you with a box to apply a custom discount, select from existing discounts, or create a new discount code once you have selected and applied the discount, it will generate the discount on the invoice for you to review taxes taxes can be created before creating an invoice in your settings → taxes section please refer to the taxes tutorial on how to create and apply tax rates and tax rules to invoices if you have not set up a tax rate or rule, you can apply a manual tax percent to the invoice to apply taxes manually to an invoice, simply click the +taxes field this section will present you with a box to apply a custom tax rate, select from existing created taxes, or create a new tax rate to be added to your tax rate list once you have selected and applied the tax rate, it will generate the tax information for you to review invoice notes you can add both internal and customer facing notes to invoices to add a note for your customer to see, select the invoice > edit > enter text in the notes field at the bottom of the invoice this will be visible on the invoice pdf to create an internal note, select the invoice > select add in the yellow follow up notes box customers won't be able to see this note invoice attachments it can be useful to attach a secondary file to an invoice, like a signed contract or timesheet to attach a file, select add in the file attachments box at the bottom of the invoice to remove an attachment, select edit > select the small x next to the file name at the bottom of the invoice your customer can access the file attachment when they view the invoice you can replace the invoice pdf by following the instructions here after building your line items, selecting your discount and tax information, and applying notes, your invoice is complete if you are not ready for your customer to see the invoice, you can save it as a draft an invoice is not treated as outstanding until it has been issued by selecting save and issue, the invoice will be posted to the customer's account and included in their total outstanding balance why can't i save my invoice? if you have created an invoice and you cannot select the save and issue button, check to make sure all of the required fields are complete if you haven't selected a customer, you won't be able to create the invoice sending the invoice upon issuing the invoice we will ask if you want to send it if you choose not to send it now you will have the option to send it later or else mark the invoice as sent if you sent the invoice using some other medium to send the invoice now, simply click send invoice this function will present the user with a pop up to review the email that will be sent to the customer the information generated is created in the email template section of your invoiced account this can be found in settings → emails after reviewing the email information, you can now send the invoice once the invoice is sent, the customer will receive an email with your branding, information, and invoice information automatically sending invoices invoiced has a great feature if you wish to have the email sent at the time the invoice is created you can set up a chasing rule to send on issuing, which will send the invoice automatically, and no manual production of the invoice will need to be done you can learn more about the chasing process here https //docs invoiced com/guides/chasing getting paid when your customer clicks the view invoice button in the invoice email, they will be taken to the invoice in the customer portal the customer portal is where customer's can view and pay invoices, in addition to having access to their past billing history another nifty feature is that once your customer views an invoice we will send you a notification to let you know they have seen it note notifications can be turned on and off in your settings → notifications section here, the customer can leave a comment (have questions?) , download the invoice, or pay the invoice in order for the customer to pay, they can click the pay button at the bottom located at the top of the invoice details they will be taken to the payment page to select a payment method payment methods available for the customer to use are generated by what is available and set in your settings → payments section you can also specify, by customer, what a customer can use in order to pay an invoice this can be specified under the customers account profile information in invoiced once your customer pays online, the payment will be recorded automatically in the dashboard and they will be issued a receipt what's next? this tutorial has shown you what a simple invoicing workflow looks like with invoiced we recommend checking out our other guides to learn how to solve more complex billing workflows and set up automation for tedious billing tasks there are guides for subscription billing https //docs invoiced com/billing/subscription billing , chasing https //docs invoiced com/guides/chasing , payments https //docs invoiced com/payments , and more