How to Create an Invoice
To create an invoice, click the Invoices tab in your Planner Dashboard. Then, click the New Invoice button that you see in the upper left hand corner of your screen and give the invoice a name; after you do, click Create Invoice and a blank invoice will appear on your screen.
Creating your invoice from there is easy! Simply enter and/or edit the following information:
- Recipient's contact information (This should include their mailing address but can also include the purpose for the invoice - something like "For the Wojcik Wedding")
- Invoice number (if you do nothing, no invoice number will appear)
- Set your currency
- Line items for the services provided or products sold
- The quantity and rate
- Any discounts or taxes
- Set up a payment schedule and due dates
- Any notes you want to include (ex. payment instructions)
Sending Invoices
Once you've entered all of the information into your invoice, you can click on the Export button to do one of several things: Preview, Publish, Record Payment, Close or Delete.
We always recommend previewing any documents you send from Aisle Planner so, simply click Preview to have a peek at what your invoice will look like to your client (you can also download the invoice when in preview mode). After you have reviewed everything, click on the Export button and then Publish Invoice. A window will open where you can choose to send the invoice via an email or download it as a PDF. If you choose to send it via an email, simply enter the recipient's email address, type in a subject line and message, and click Send!
Managing Your Invoices
You can manage all of your invoices (both drafts and published ones) in your Invoice Manager. After you have created a draft or sent an invoice, when you click on the Invoices tab on your Planner Dashboard, you will see all of your invoice drafts, payments that are coming up in the next 30 days as well as any invoices that were published without a scheduled payment or due date.
In addition to highlighting what you have outstanding or in progress under the Current tab, you can easily access an archive of your invoices (active and paid) under the All tab, and your payment history under Payments.
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