Use this page to create invoices for to send to recipients. This page is also used to keep tract of all invoices that are Paid and Unpaid.
To Begin
You must add in all of the company, clients, vendors and members who will be invoiced into the invoicees module.
Once this has been completed, you can start creating your invoice through the invoice module. Fill our the required information, making sure to select the correct invociee in the drop down menu. This will allow you to easily send your invoice and manage your invoice when you are ready.
Lines
Use this section to add in description of the item or labor, amount, quantity and total.
Finalize
To finalize invoice you must select create. To send a copy of this invoice to the designated invoice, you must click send, located on the invoice module screen. This will provide a link for the invoice to be paid online and that's money in the bank! Please allow 2-3 business days for all transactions.
You will need to complete a profile for each invoice recipient before the invoice is sent. This will include their name or company name, email, and address. Whatever email is listed here is the email that the invoice will be sent to.
