Client Invoicing is a feature on our platform designed to help employees manage their billing and payments for their services efficiently. Only employees/providers can use this feature.
Why use Client Invoicing?
- Instant Invoicing: Create professional invoices in seconds! Just enter your job details and the amounts charged.
- Easy Downloads and Printing: You can download your invoices directly to your device or print them straight from your mobile or tablet. This will keep your records neat and tidy with minimal effort.
- Flexible Management: Easily add, edit, or delete line items. You can also include due dates and personal notes to keep everything organized and clear.
To create an invoice:
- Log into your account and navigate to the 'Invoicing' tab. On desktops, this is along the top toolbar. On mobile or tablet, you can find it in the hamburger menu (☰) at the bottom left of your screen.
- On the next page, enter in the details of the invoice, beginning with the client's name and your name or your company's name. Adding email addresses is optional since we do not send invoices via email.
- Click on 'Add Line Item' to list the services you provided along with the charges for each. You can include as many items as necessary, or delete them if you make a mistake.
- (Optional) Specify a due date for the invoice and add any relevant notes that might help clarify the charges or terms.
- Click 'Generate Invoice (PDF)' after filling in all the details. This will display your invoice on a new page for review. If something isn't right, click 'Go back and edit' to make changes.
- When you're satisfied with the invoice, download it by clicking 'Download Invoice.' On mobile devices, you have the option to print the invoice directly, although downloading it is recommended for keeping a copy in your records.
If you decide to start over or need to clear the form for any reason, click 'Clear the form and start over.'