How to Create a New Invoice
Streamlining your invoicing process can lead to significant improvement in cash flow and timely payments. It also reduces your administrative burden, freeing up your time for core business operations.
Go to the Revenue tab and click on the invoice tab
Click on the button "+ New" and start creating a new invoice.
Edit your Invoice Info
By clicking +Add Product, you will be able to add the products, edit their price, and edit the quantity that you have already created in your products section.
Add Taxes to your Invoice
By clicking 3 dot icon, you can add tax.
Click on Add Tax Manually.
Add the name of the Tax
Add rate in %
Add a description or Tax id number
Add a Discount to your Invoice
You can add a discount to this invoice by clicking on the "Add Discount" icon
Send an Invoice
By clicking on the green button on the top right corner of the invoice, you will be able to send it to your client.
The invoice can also be sent via email and text if you want, as well as on test mode.
How to Check the Status of your Invoices
Go to the Invoices & Estimates tab where you will see the list of invoices and their statuses.
You can filter the invoices by status and date range as well
Workflow
Go to "Automation" > "Sales" > "3.02 - New Inbound Lead --> 3.03 - When An Invoice Is Sent"
Invoice
Click the "+" icon and select the action or type Invoice. In this case, the trigger is set to activate when an invoice is sent.
System Note Added
Click the "+" icon and select the action or type Add Notes. This action will add notes to the contact record.
Wait
Click the "+" icon and select the action or type Wait. This action holds a Contact for a specific time, until a condition exists, or until the Contact replies.
Send SMS
Click the "+" icon and select the action or type SMS. This action allows you to send SMS to the contact.
Send Email
Click the "+" icon and select the action or type Email. The Email action in your automation workflow is designed to send emails to your contacts. Make sure to update the "From Name" and "From Email" and save the action.
Wait
Click the "+" icon and select the action or type Wait. This holds a Contact for 3 days before proceeding to the next action.
Send SMS
Click the "+" icon and select the action or type SMS. This action allows you to send SMS to the contact.
Send Email
Click the "+" icon and select the action or type Email. This action will send follow up email after 3 days.
Wait
Click the "+" icon and select the action or type Wait. This holds a Contact for 14 days before proceeding to the next action.
Send SMS
Click the "+" icon and select the action or type SMS. This action will send SMS after 14 days.
Send Email
Click the "+" icon and select the action or type Email. This action will send follow up email after 14 days.
Internal Notification
Click the "+" icon and select the action or type Internal Notification. This will send a notification to the assigned user to about contact’s overdue.
