Making and keeping track of your companies invoices is a massive pain when everything is done via
paper or a simple excel spreadsheet. We were having these same frustrations and so made a super easy
and simple invoicing system to create and keep track of our invoices.
With our easy to use invoicing system you will have all your saved, cancelled, paid and unpaid
invoices in one simple and easy to use place. Create an invoice at any time with your companies
branding and then save, print or email this invoice to your customers. You can then use your
'Previous Invoices' page to manage your invoices. This page makes it super easy to keep track of
which invoices need chasing and which can be marked as paid or cancelled.
If you aren't already using an invoice management system you will know how annoying it is to create
fast invoices with even a little bit of company branding and consistency. If you need to invoice for
something with different terms than normal it can end up being extremely frustrating to get all the
information on the document.
There’s no need to worry about the safety of your company’s data on our system. Firstly, we have the login system you see when first entering the site. We also don’t let users onto the demo site without requesting access first. Restricted access to the demo and live site prevents many security flaws.
After setting up your account complete with your companies branding and info the invoice creation and management process becomes extremely easy. You can go from clicking login to finishing your invoice within 6 interactions. You can create an invoice from anywhere, on any device very easily.
This by no means that the system can’t be used to create complicated invoices. Invoices can be created with up to 12 different products plus an item for labour. We have worked hard to allow you a large amount of customization alongside super simple and easy to use features. One of these features is the autofill address. Instead of having to fill out 6 separate input boxes for your customers address, simply start typing their address or postcode and choose from the dropdown which is the correct one. Clicking the dropdown option will fill the entire address form with the correct address.
We know that sometimes it’s necessary to make a couple of notes about your client so when you come back to their job it’s easy to pick up where you left off. That’s why we created the hidden and visible notes feature. Adding notes to the invoice is easy, just type some text in a textbox and you’re set. Hiding these notes from the customer is just as easy. Simply check a checkbox and the notes will be hidden for you only. Writing notes can be invaluable to jobs that need to be passed to a colleague, paused or worked on for a long period of time.
Adding discounts to your invoice has never been so simple. We have tried to lay out our invoice creation page in a similar way to how the real invoice will look. That is why the discount option is situated just above the total price. Either edit this box so it displays the discount amount you want to add, or leave is as zero. Your final price and resulting invoice will adapt accordingly.
Many customers appreciate a paid invoice after they’ve sent you payment. It’s super simple to send
paid invoices to customers and track payments in our app. There are two ways to mark your invoice as
paid. The first way is when initially creating your invoice. Select the checkbox saying the user has
already paid and then select the payment method they used to pay.
Keeping track of the payment methods your customers used when completing your invoice can be
extremely helpful when analyzing your statistics and behaviors of your customers.
After finishing your invoice everyone has their own way of getting their invoice to the customer. We have tried to cater for all these methods. Immediately after clicking ‘Finish’ you will be able to preview, download, print and sent your invoice. If you haven’t entered an email address in the form you will be prompted to enter an email address for your client to send it to.
The other option at the bottom of the creation page is ‘Save’ this is for those who want to save the invoice for finishing later or simply aren’t ready to send it yet. Selecting this option will show as ‘Saved’ in the previous invoices page. Saved invoices won’t show up as outstanding revenue.
It’s very simple to convert your saved invoice to a live one. Simply go to the edit page then click finish. The price of this invoice will then be added to the outstanding amount at the top of the page.
It doesn’t take long for a company with a high volume of customers to get bogged down in files and
invoices. Maybe you have a folder with every invoice in. Having a good naming structure can help you
when trying to find certain invoices in this folder but I bet it won’t take long before you’re in a
rush and you name a few files incorrectly. This will be a huge pain in a few months when you need to
come back and find said invoice.
The other problem with this method is that it’s extremely hard to determine the details of the
invoice without opening it. With our system we have a simple table that shows all the necessary
information about the customer. From their name to the status of their invoice and how much it
costs. You can also easily open and edit the invoice at a click of a button.
The page has a smart search feature that is only going to get better. Search for any keyword and we will display all invoices that have anything to do with that term.
Batch actions are a great feature we recently added. Having a large amount of invoices that all need
to be reminded, cancelled or downloaded to your computer it’s going to be a painstakingly boring
process going through and doing them one by one.
To use the batch action tool simply check
all the check boxes you want to apply the rule to and click
the batch actions dropdown. After clicking your chosen option you’ll be alerted as to the status of
the process.
Clicking the open and edit button on a specific invoice will open a simple dialog window showing the invoice and everything you can do with it. This window is the most detailed overview of everything you can do to the specific invoice in the system.
Each invoice can be Downloaded, Printed, Cancelled, Un-Cancelled, Paid, Un-Paid, Reminded, Edited,
Deleted, and Linked.
For the most part all these options are fairly self-explanatory. Un-Cancelled and Un-Paid are simply
ways to undo marking an invoice as paid or cancelled by mistake.
A useful new button we’ve added to this list is the ‘Share Link’ option. Clicking this button will provide you with a link to the invoice that can be copied and shared with your client personally.
The edit feature has been a life saver for us many times. Accessing the edit page is done through the ‘open and edit’ window. You will be provided with a page that is very similar to the original create invoice page. Any detail about the invoice can be altered here and then finished or saved for later.
Another new feature is the ‘Save Copy’ button. If you’re wanting to create another invoice like one you made in the past come to this page and click the save copy button to save the invoice as a new file.
Get in touch using the contact form below to request a demo or more information of the invoicing system.
