1. Billing Section
Explore billing options to effortlessly manage your invoices and subscriptions.
2. Create Invoice Button
Click to generate a new invoice.
3. Template Name Field
Enter a title to save the template.
4. Invoice Issue & Due Date
specify your issue along with the due date for the invoice.
5. Set Up a Subscription
Also, Form this page yo can create a subscription plan (recurring invoice).
6. Subscription interval
Specify the subscription interval, such as once a month.
7. Set Due Term for Invoices
Select the appropriate due term for sending invoices.
8. Billing Cycle Start Option
Select the timing for the invoice to be sent .
9. Trial Period Toggle
Select the trial period option to enable or disable the feature.
10. Subscription Cycle Limit
Choose the cycle limit either unlimited or custom number of cycles.
11. Invoice Button
Click the button to proceed with invoice operations.
12. Select Brand Dropdown
Choose the desired brand from the dropdown menu labeled 'Select brand.'
13. Client Information Request
Select the information you want clients to provide if not already specified.
14. Product Management Section
Manage products by adjusting details such as price, quantity, discount, and tax. Use the options to add products, debt, or prepayments.
15. Notes
Feel free to add notes to the invoice for any additional details or special instructions you might have!
16. Invoice summary
Explore the invoice summary here, showcasing the subtotal, any discounts, taxes, debits, and the total amount.
17. Client Button
Click the Client button to proceed with client-related actions.
18. Select a client
Select one or more clients. You can also type in this field to search for existing clients.
19. Add a New Client
If you're sending an invoice to a new client, simply click this button to add them.
20. Custom Invoice Number Section
After selecting your clients, you can effortlessly adjust the invoice number if you wish.
21. Confirmation Button
Click the button to confirm your selection.
22. Message Entry Field
Enter your message in the provided text box.
23. Toggle Save Message Option
Enable or disable the option to save this message for future invoices.
24. Navigation Options
Select 'Send' to finalize your action or choose 'Back' to review previous steps.