Invoice creation in QuotingBill

QuotingBill - Invoices Creation

When you first log in to your QuotingBill session, you will have two ways of creating an invoice, you can either do it through the summary setup view or 'Invoices' tab as shown below.



Don't worry, if you already clicked on 'Dismiss setup' at the bottom of the summary view, you can always create invoices through the 'Invoices' tab.

Before we create an invoice from scratch, when sending a quote, it is important to remember that you have the option to push an invoice upon quote approval. However, in the case the end user needs to approve the quote without automatically generating an invoice, you can go ahead and update the quote to 'Send quote only'. Please refer to the 'Quotes Creation' article for further details.

Let's move on and create an invoice. If you notice, the process is pretty similar to creating a quote, you can add your brand logo, edit your brand information, select an existing client or create a new one and start adding products or create new ones if necessary.




Once you have all the products added, notice that you are able to download or print this document through more actions, you can update the term for the products, set the date for the invoice to start billing (invoice details) and create a project from the invoice you will be sending.



Notice that taxes are pulled directly from CSI Compliance app integration.

Once you send the invoice you will be able to see it listed in the 'Invoices' tab as shown below.



This is the email notification the end user will get.



Once they click on 'View Invoice' they will be able to pay through their existing payment methods or create a new one if necessary.



Remember that you can find your invoices listed in the 'Invoices' tab showing their current status.



If you want to be up to date with what the QuotingBill community is suggesting for our product, or even suggesting something yourself that you don't see here, please visit our roadmap page here https://roadmap.quotingbill.io/









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