Collecting payment for your product and service has never been easier! With inDinero, you have the ability to easily create invoices and quickly send to your client’s email.
For example, you can create an invoice for Sunshine and Smiles to collect payment for services rendered.
Note: If you use Stitch Labs, please see the section on the Stitch Labs/inDinero integration for a more streamlined invoice creation option specifically for Stitch customers.
Step One: From Invoices click Invoice List.
Step Two: Click New Invoice from the upper right-hand corner of the screen.
Step Three: You’ll be redirected to a blank invoice page. Here you can select the client name, create an invoice title, due date, invoice number. Let’s walk through one together!
Step Four: Select the client you’d like to invoice from the dropdown list.
Note: If you are adding a new client, check out this article.
Step Five: To edit the client info, click the pencil icon. This opens a pop-up where you can edit the receiver’s email, address, contact number. When you’re done, click Update to save your changes.
Step Six: Fill in Subject/Title. This helps your client quickly identify what the invoice is for.
Step Seven: Fill in Invoice Date with the date you plan to send the invoice. The Due Date will auto-fill one month from Invoice Date. You can edit the Due Date by clicking the calendar icon on the right side on the date.
Is this a recurring invoice? Click the Repeat? checkbox to automatically populate a monthly invoice. You can also customize the invoice occurrences by clicking Edit and filling out the popup box - be sure to click Save once you’re done! By default, all recurring invoices will be saved to drafts for you look over before sending them to clients. To automatically send recurring invoices, tick the checkbox next to Send Automatically.
Step Eight: Fill out the Invoice Number field.
Step Nine: Add a summary of the invoice in Description.
Step Ten: Enter the number of units in the Quantity field, customize the Unit Cost, and Line Cost to complete your invoice.
Step Eleven: There are three options for you once you’ve finished your invoice: Save as Draft, Create, and Create and Send.
Save as Draft will simply save your invoice to the Draft Invoices. You can update and send your invoice at a later date.
By selecting Create, your invoice will go to the Invoice List section. From here, you can save your invoice as a PDF, copy or edit your invoice, and send when ready
When you select Create and Send, your invoice will be sent immediately via email to your client.
Check out the Invoice List to view all previously created invoice, balances, and invoice status. For more details about the different ways to send an invoice, check out this article.