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Billing

Updated over 6 months ago

1. Billing Section

Explore billing options to effortlessly manage your invoices and subscriptions.

Billing Section

2. Create Invoice Button

Click to generate a new invoice.

Create Invoice Button

3. Template Name Field

Enter a title to save the template.

Template Name Field

4. Invoice Issue & Due Date

specify your issue along with the due date for the invoice.

Invoice Issue & Due Date

5. Set Up a Subscription

Also, Form this page yo can create a subscription plan (recurring invoice).

Set Up a Subscription

6. Subscription interval

Specify the subscription interval, such as once a month.

Subscription interval

7. Set Due Term for Invoices

Select the appropriate due term for sending invoices.

Set Due Term for Invoices

8. Billing Cycle Start Option

Select the timing for the invoice to be sent .

Billing Cycle Start Option

9. Trial Period Toggle

Select the trial period option to enable or disable the feature.

Trial Period Toggle

10. Subscription Cycle Limit

Choose the cycle limit either unlimited or custom number of cycles.

Subscription Cycle Limit

11. Invoice Button

Click the button to proceed with invoice operations.

Invoice Button

12. Select Brand Dropdown

Choose the desired brand from the dropdown menu labeled 'Select brand.'

Select Brand Dropdown

13. Client Information Request

Select the information you want clients to provide if not already specified.

Client Information Request

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.

Product Management Section

15. Notes

Feel free to add notes to the invoice for any additional details or special instructions you might have!

Notes

16. Invoice summary

Explore the invoice summary here, showcasing the subtotal, any discounts, taxes, debits, and the total amount.

Invoice summary

17. Client Button

Click the Client button to proceed with client-related actions.

Client Button

18. Select a client

Select one or more clients. You can also type in this field to search for existing clients.

Select a client

19. Add a New Client

If you're sending an invoice to a new client, simply click this button to add them.

Add a New Client

20. Custom Invoice Number Section

After selecting your clients, you can effortlessly adjust the invoice number if you wish.

Custom Invoice Number Section

21. Confirmation Button

Click the button to confirm your selection.

Confirmation Button

22. Message Entry Field

Enter your message in the provided text box.

Message Entry Field

23. Toggle Save Message Option

Enable or disable the option to save this message for future invoices.

Toggle Save Message Option

24. Navigation Options

Select 'Send' to finalize your action or choose 'Back' to review previous steps.

Navigation Options
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