How to Create Invoices

Create and Send Invoices

An Invoice is a written agreement between the buyer and seller which specifies the details of the goods or services purchased. It usually consists of the Invoice number, PO number, item name, description, quantity, cost, etc. OfficeClip contact management software helps you to create and send invoices easily to your customer.

New Invoice

Figure: Invoice Creation

OfficeClip invoicing feature meets all your business requirements.

• It has different templates like service invoice, standard invoice, professional invoice, quotes, estimates.
• The user can also customize these invoices by adding their logo, address, email, etc.
• Before creating an invoice, the administrator can also set up some new terms, add items or taxes required as per their business needs.
• The invoicing software in OfficeClip can create recurring invoices or non-recurring invoices.
• The seller can also communicate with the buyer directly through the invoices using the Send Note feature.
• This invoice feature also can create invoices for approved timesheet and expenses from the OfficeClip Timesheet and Expenses application, which makes billing or invoicing easier and can help to get payments in time.

View Invoice

Figure: View Invoice

The user can be easily send, view, edit, delete and also void the invoice if it is not required.

Online Payments

The invoice feature in business contact manager allows the customers to make online payments. When the customer receives an invoice, and when they click on the PAY option, the customer is directed to the customer portal, which will help them to pay their invoices without any delay and hassle.