CREATING an INVOICE (Billing & Invoicing > Settings > Invoices)
1. Select the Create Invoice button and complete the form (search or add contact, funding account and add one or more locations) form and SAVE. Notice that you will start out on the DRAFTS tab.
NOTE: Each tab represents the status of the invoice and each tab has different fields within, applicable to the status.
2. Next, you will notice a new window where you can view and/or edit the Invoice Details (customer contact information and locations) within the form.
NOTE: Notice the DRAFT status badge to the right of the invoice number!
3. Go to Invoice Items and select $ Add Item (see attached below). A window will open where you can choose Select a Product to select an existing product or you can add a new invoice item and SAVE (see second attachment).
Once you are finished with adding your items, they will be displayed within your Invoice Items with Quantity, Unit Price, Subtotal, Tax Rate and Total Price of each, as shown below.
NOTE: You can search, edit or delete an item, apply a discount, and export the item list to Excel.
4. Next, select a Payment Due option. You can select Due Days and select desired number of days after the invoice is sent OR or select Due Date and enter the desired payment due date!
5. If you want to Require a Deposit, be sure to select this option below Deposit Options. You will then be able to choose a Deposit Type. You can select Percentageand add desired percentage OR you can select Fixed Amount and add desired deposit amount.
6. MEMO - If you've already added memo notes within Invoice Settings, they will automatically be populated here. You can delete the current memo and add another memo of your choice!
7. ATTACHMENTS - You can easily add attachments from your computer or add documents that are within your Document Library.
8. NOTES - Add any additional notes that you want to include within the invoice here.
9. View the invoice HISTORY with ability to search, filter and export to Excel.
10. Be sure to SAVE your invoice information.
11. NEXT, click SEND PROPOSAL...
A new window will open where you can view the invoice and send a copy of the invoice to others. Simply separate each email by a comma! You can also include a note. When finished, select SEND to send the PROPOSAL.
12. The invoice is now in a PROPOSED status. Within the proposed state, you have the options to Change Status, Send Invoice, Print/Preview, Download, Cancel, Save or Resend Proposal.
Here is the email with proposal that is sent to the billing contact (see example below).
Once the contact receives the proposal and selects VIEW PROPOSAL as shown above, they have the option to ACCEPT or DECLINE.
If they decline the proposal, they can give a reason. If they accept the proposal, they will see the following within the proposal.....
13. If you go back to to Billing & Invoicing > Invoices, you will find the proposal listed under the Proposals tab and will be able to see when the proposal has been accepted or declined here.
14. Once your proposal has been accepted, you are ready to send the invoice!
NOTE: Notice here that you can also manually change the status of an invoice, print/preview, download, cancel and resend the proposal.
When you click on Send Invoice, a new window will open where you can review the invoice and carbon copy the invoice to others. Simply separate each email by a comma! You can also include a note. When you are ready, select SEND.
15. Now that the invoice has been sent, it moves to an OUTSTANDING status...
....and continues to move along the different statuses, based on the activity such as payment.
NOTE: The receiver of the invoice has the ability to PAY INVOICE within the email notification.
When the click on PAY INVOICE, they can review the invoice, choose Enter Credit Card Info to add their credit card information...
...then select PAY to submit payment!
Once the invoice has been paid, it will show within the PAID tab.
If an invoice is being paid by check or cash, you can manually change the Outstanding status to Paid by clicking the blue Details button to the right of the outstanding invoice (shown below).....
...then select the Change Status button...
...select Paid from the New Status drop-down menu and Save Changes.
The invoice will then show as Paid and be displayed within the Paid tab.
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