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  1. Invoice Lifecycle (cover statuses in following)

  2. creation (draft)

  3. Sending (sent)

  4. Tracking

  5. Reminders

  6. Online Collection

  7. Recording payment (paid)

  8. How to create an Invoice?

  9. How to copy an Invoice?

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With Clientjoy you can easily create and send invoices to your clients.

Create an Invoice

  • Navigate to Dashboard.

  • Click on the Invoice module.

  • Click on the + New invoice button. This will take you to New invoice snippet.

  • Type the receiver name and click on Create to create an invoice

To know more please refer to How can I create an invoice?

Adding Items on items table.

Refer to the article link

Update/edit the invoice:

How to access?

  • Navigate to Dashboard.

  • Click on the Invoice module.

  • Select the invoice from the invoice list which you want to update. Click on the ellipsis icon and choose Update from the list.

  • Modify the invoice and click on save

Filter Invoices

How to access?

  • Navigate to Dashboard.

  • Click on the invoice module.

  • On the left-most part of the window, there will be a filter button along with the search bar.

  • Click on that button to open the filter options.

Tracking

  • Navigate to the Invoice listing page.

  • Click on the invoice whose audit trial you want to check.

  • In the left menu, there are three different icons available click on the audit trail icon to check the audit trail.

Reminders

There are three types of reminders that can be configured and sent:

  1. Automatic before the Due Date

  2. Automatic on Due Date

  3. Automatic after the Due Date

  4. Manual Reminder

To configure invoice reminders, navigate to the Settings, choose Invoices from the Customer management section. Navigate to the Reminder settings section.

To know more please refer to Reminders in Invoices

Online Collection:

Clientjoy has integration with four different payment gateways which are - Stripe, PayPal, Instamojo, and Razorpay. It is very easy for you to enable these for your clients.

1) You need to connect your invoices with the preferred payment gateway by simply clicking on it and recording your API details and enabling it for all invoices by default.

2) When your client will open the invoice they will be able to see the enabled payment option. Customers can simply click on the Pay button to make the payment.

3) Once the payment is successful the status of the invoices will be changed to paid from sent or overdue which will automatically record the payment with the invoices.

To know more please refer to How to collect money through a payment gateway for my Invoices?

Recording payment

There are two different ways of recording payments in an invoice.

  1. Manually recording a payment when payment was made through offline channels like a direct bank transfer.

  2. Automatically when customers make a direct payment using the Payment Gateway (Stripe, PayPal, etc.) linked to Clientjoy Invoice.

To know more please refer Recording Payments in an Invoice

Please note : Payment Details will be seen on Invoice such as Payment mode, transaction id, date and time.

How to copy an Invoice?

Why create a new Invoice every time when you can make changes in the previous one and send it to the next Customer.

To know more please refer to How can I copy an Invoice?

Click here to watch video - https://youtu.be/g5o0OIUlPkk

If you have any queries you may reach out to Clientjoy Support at [email protected]

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