How To: Create A Invoice

Utilizing PaidToday Invoices

Title:
How To: Create A Invoice
Comments:
"The ability to send online invoices has streamlined my work flows immensely - Owner"

Contents


    Open Invoices Tab On Side Bar

    Directions:
    1. Click the Invoices tab on the left side bar

    Open Invoices Tab On Side Bar


    Click New Invoice Button

    Directions:
    1. Click the New Invoice Button (Location: Top Right Of Screen)

    Click New Invoice Button


    Choose Invoice Recipient Or Invite

    Directions:
    1. Click the choose button on the contact you wish to invoice
    2. Or ask permission to send invoice from a non connected contact by inviting them

    Choose Invoice Recipient Or Invite


    Choose Invoice Due Date & Add Notes

    Directions:
    1. Click the calender button and choose a due date (Location: Top right of screen)
    2. Add any notes to the invoice (Location: Under line items sections)

    Choose Invoice Due Date & Add Notes


    Add Invoice Line Items & Details

    Directions:
    1. Enter title of line item
    2. Enter quantity of line item
    3. Enter price per unit of line item
    4. Enter description of line item
    5. Add another line item by clicking the add item button below the last line item
    6. Delete a line item by clicking the trash can on right of the line item pane

    Add Invoice Line Items & Details


    Send Invoice Or Save Invoice As Draft/Estimate

    Directions:
    1. To send the invoice over to the client click the send button.
    2. To save invoice as a draft/estimate click save as draft button (NOTE: Your chosen recipient will be able to view this draft through their client portal. When your ready to send the final invoice just open this invoice up and click send. The invoice status will change from draft to pending.)

    Send Invoice Or Save Invoice As Draft/Estimate


    Void Invoice

    Directions:
    1. Click the void button located on the bottom of the invoice

    Void Invoice

    Voided Invoice Reason

    Directions:
    1. Enter the reason for voiding this invoice
    2. Click the void button

    Voided Invoice Reason


    View Invoice Payments, Reviews, & Activity

    Directions:
    1. To view a payment click the view button on a payment you wish to view (Location: towards the bottom of the invoice)
    2. Reviews are located below the payments pane towards the bottom of the invoice
    3. Read activity is located below the reviews pane this will show you when and by whom this invoice has been viewed.

    View Invoice Payments, Reviews, & Activity


    How To Create An Invoice - Watch How It's Done!

    Directions:
    1. Open Video in full screen for optimal viewing.

    How To Create An Invoice, Watch How It's Done!