Creating Invoices

An Invoice is a bill issued by a seller to a customer, which identifies both the parties, specifies the quantities and cost of product and services, taxes, discounts that have been provided by the seller. It is a written agreement between the buyer and seller which mentions the payment terms and specifies the period when the payment is to be made by the buyer.

Features of Invoicing software

Figure: Invoices List

OfficeClip Invoicing module can:

• Creation of Invoices automatically from timesheet (or manually)
• Ability to receive payments (via third party payment processor)
• Sending invoices via email and presenting it to your customers via our customer portal
• Capture and process notes and disputes related to the invoices
• Export invoice to pdf, excel and word file

Billing management

Figure: Timesheet Billing

Billing is an important feature in invoices. The users can create invoices by exporting items from Timesheet and Expenses application to Invoices module within OfficeClip. The users have to enter minimal information like the period of billing, checkmark the items to be billed and a customizable invoice will be created.

Viewing an Invoice

Figure: View Invoice

The invoice contains all the details like the items, taxes, terms, the organization logo, address, invoice number, it also includes the notes exchanged between the buyer and seller. The invoice can be paid directly by just clicking on the PAY button which will take user to the payment gateways. The invoice can also be exported in a PDF, Word or Excel format.

Benefits of Invoice Management

• Helps to keep track of payments.
• It is very useful for sales and accounting purpose.
• It helps to maintain proper record of sales.
• Ensure faster payments.
• This standardized invoicing process will minimize errors, save time and will also create transparency between buyer and seller.