Help Center / Core Features / Invoice Creation

Invoice Creation

Create professional invoices, manage billing processes, and streamline payment collection with powerful invoicing features.

Table of Contents

Invoicing Overview

Professional Design

Create stunning, professional invoices with customizable templates and branding.

Automated Calculations

Automatic tax calculations, discounts, and totals with multi-currency support.

Payment Integration

Track payments, send reminders, and integrate with payment gateways.

The invoicing system integrates seamlessly with your sales, inventory, and customer management modules for streamlined operations.

Creating Invoices

1

Start New Invoice

Access the invoice creation module from the main dashboard.

Dashboard → Invoicing → Create New Invoice
2

Select Customer

Choose an existing customer or create a new customer profile.

Customer Selection Options
  • • Search existing customers by name or email
  • • Quick add new customer during invoice creation
  • • Import customer data from contacts
  • • Use customer templates for repeat billing
3

Add Invoice Items

Add products or services to the invoice with detailed line items.

Item Details Required:
Product/Service Info
  • • Item name and description
  • • Quantity ordered
  • • Unit price
  • • Product/service code (optional)
Pricing Details
  • • Discount percentage/amount
  • • Tax rate applicable
  • • Line total calculation
  • • Custom pricing notes
4

Configure Invoice Settings

Set payment terms, due dates, and additional invoice options.

Payment Terms
  • • Net 15, Net 30, Net 60 days
  • • Due on receipt
  • • Custom payment terms
  • • Early payment discounts
Additional Options
  • • Purchase order number
  • • Project reference
  • • Special instructions
  • • Terms and conditions
5

Review & Send Invoice

Preview the invoice, make final adjustments, and send to customer.

Preview

Review before sending

Email

Send via email

Print

Physical copy

Invoice Templates

Customizable Professional Templates

Choose from pre-designed templates or create your own branded invoice layout.

Template Customization

  • • Company logo and branding
  • • Color scheme customization
  • • Custom fonts and styling
  • • Layout and field arrangement
  • • Header and footer content

Pre-built Templates

  • • Modern minimalist design
  • • Classic business format
  • • Creative colorful layouts
  • • Industry-specific templates
  • • Multi-language support
Pro Tip: Consistent, professional invoice design helps build trust and can improve payment times by up to 15%.

Payment Tracking

Payment Status Management

Pending

Invoice sent, awaiting payment

Partial

Partially paid, balance remaining

Paid

Full payment received

Overdue

Payment past due date

Automated Reminders
  • • Send reminders before due date
  • • Follow up on overdue payments
  • • Customizable reminder templates
  • • Multi-channel notifications (email, SMS)
Payment Methods
  • • Credit/debit card processing
  • • Bank transfer integration
  • • Digital wallet payments
  • • Cash and check recording
Track Payments: Invoicing → Payment Tracking → Filter by Status → Update Payment Records

Recurring Invoices

Automated Billing

  • • Monthly, quarterly, or yearly billing
  • • Custom recurring schedules
  • • Automatic invoice generation
  • • Subscription management

Flexible Configuration

  • • Start and end dates
  • • Price escalation rules
  • • Quantity adjustments
  • • Pro-rata calculations

Recurring Invoice Examples

Service Businesses
  • • Monthly maintenance contracts
  • • Software subscription billing
  • • Consulting retainer fees
  • • Property management fees
Retail & Products
  • • Product subscription boxes
  • • Regular supply deliveries
  • • Membership fees
  • • Equipment rental charges
Cash Flow Benefit: Recurring invoices improve cash flow predictability and reduce administrative overhead by up to 60%.

Tax Calculations

Automated Tax Management

Multiple Tax Rates
  • • VAT, GST, Sales Tax
  • • Regional tax variations
  • • Tax-exempt items
  • • Compound tax calculations
Multi-jurisdiction
  • • Customer location based
  • • International tax rules
  • • Tax ID validation
  • • Compliance reporting
Tax Reporting
  • • Tax summary reports
  • • Audit trail maintenance
  • • Government filing formats
  • • Period-end reconciliation
Important: Tax rates and rules vary by location and business type. Consult with a tax professional for compliance requirements.

Invoice Reports

Financial Reports

  • • Accounts receivable aging
  • • Revenue recognition reports
  • • Cash flow projections
  • • Tax liability summaries
  • • Profit margin analysis

Customer Reports

  • • Customer payment history
  • • Outstanding balances
  • • Payment behavior analysis
  • • Credit risk assessment
  • • Customer profitability
Generate Invoice Reports: Reports → Invoice Analytics → Select Report Type → Set Parameters

Invoice Best Practices

Professional Standards

  • • Include clear payment terms and due dates
  • • Provide detailed item descriptions
  • • Use consistent numbering systems
  • • Include all contact information

Payment Optimization

  • • Offer multiple payment options
  • • Send invoices promptly after delivery
  • • Follow up on overdue payments
  • • Provide early payment incentives

Streamline Your Billing Process

Get professional invoicing setup that improves cash flow and reduces administrative tasks.

Get Support Watch Demo

Was this page helpful?