How to create an Invoice on Invoicera?

Chances are, you’ll be wanting to send invoices to your clients as soon as you create your account. Before we get started however, let’s review the two types of invoices that you can send in Invoicera:

  1. One-time invoices
  2. Recurring invoices

A one-time invoice is exactly what it sounds like – an invoice that you create and send to your client once. Did you do work for a client and now it’s time to send them a bill? That’s a one-time invoice.

A recurring invoice is handy when you’re looking to bill your client more than once and in regular intervals. A common use for a recurring invoice is for services that are subscription-based (such as a monthly fee service) or when you have an invoice that you want your client to pay in installments.

 Sending One-time Invoice:

Please follow the below steps if you wish to create a One-time Invoice for your Client:

Step 1: Login to your Invoicera Account

Step 2: Go to Billing>> Invoice

Step 3: Click on “Invoice+”

Step 4: Enter all the details in your Invoice regarding the Client, Product, Price, payment method. The One-Time invoice form is shown in the image below.

After filling this , Click ”Send”.

Your one-time invoice will be sent to your client.

Sending Recurring-Invoices

If you want to send recurring invoices to your Clients at chosen intervals of time automatically, please follow the below steps:

Step 1: Login to your Invoicera Account

Step 2: Go to Billing>>Recurring

Step 3: Click on “Recurring+”

Step 4: Fill in the form for “Recurring Invoice” as shown in the image below.

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You have to select the “Frequency” that is the time interval of sending the Recurring invoices to your Clients.

Also, you may tick om “Auto Billing” if you want to receive payments from your Clients automatically without entering his credit card details manually every time.

 

In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.

Posted by Invoicera Support on 14 December 2015

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