With inDinero you have the ability to customize invoice options such as your Product, Services, and Clients to quickly create and send invoices by having standard information saved.
For example, Lyon’s Den charges monthly services totaling $499.00 for social media contracting.
1. Set-up New Product or Service
Step One: From Invoices, click Products & Services
Step Two: Click New Product or Service in upper right hand corner of the screen.
Step Three: A blank popup window prompts you to fill in the name of the service, description if needed, unit cost, tick box if taxable, account the item is associate with,, and dimension if applicable.
Step Four: Click Done to create the product or service.
2. Add New Client
Step One: From Invoices, click Clients.
Step Two: Click New Client in upper right hand corner of the screen.
Step Three: A blank popup window prompts you to fill in the company, point of contact name, email, company address, and contact phone number.
Step Four: Click Done to add the client.
Now that the new product/services and client is saved, Lyon’s Den can easily fill out invoices by selecting these predetermined shortcuts. Read through Create Invoices to see how this feature can be applied.