Welcome to the Invoicing Guide for our Invoice Generator App. This guide will help you create, manage, and send invoices with ease. Follow the steps below to get started.
1. Creating an Invoice
To create an invoice, follow these steps:
- Log in to your account and navigate to the 'Create Invoice' section.
- Enter the client’s details, including name, address, and contact information.
- Add the items or services provided, including descriptions, quantities, and prices.
- Specify any applicable taxes and discounts.
- Review the invoice details and click 'Save' to create the invoice.
2. Managing Invoices
Once you have created invoices, you can manage them as follows:
- Navigate to the 'Invoices' section to view all your invoices.
- Use the search and filter options to find specific invoices.
- Click on an invoice to view its details, edit, or delete it.
3. Sending Invoices
To send an invoice to a client:
- Open the invoice you wish to send.
- Click the 'Send' button to open the sending options.
- Enter the client’s email address and customize the message if needed.
- Click 'Send Invoice' to email the invoice to the client.
4. Tracking Payments
To track payments for your invoices:
- Navigate to the 'Payments' section to see all payments received.
- Click on a payment to view details and associate it with an invoice.
- Mark invoices as paid once the payment is confirmed.
5. Reporting and Analytics
To view reports and analytics for your invoices:
- Navigate to the 'Reports' section to see various financial reports.
- Use the filters to customize the reports based on date ranges, clients, and other criteria.
- Export reports as PDF or CSV for further analysis and record-keeping.
6. Customer Support
If you need any assistance, please contact our support team at firasreggai@gmail.com . We are here to help you with any questions or issues you may have.