Create an Invoice
Creating an Invoice
To create a new invoice:
- Start in your vcita dashboard and navigate to Payments > Invoices and Bookings.
- Click the New button at the top of the page and select Invoice from the dropdown.
- The client picker will appear. Select the client you need to send the invoice to (add a new client if needed).
- The invoice builder will appear.
- When you are done customizing your invoice, click Save Draft or Send to send it right away.
Customizing Your Invoice
Your invoices will always include your business logo, name, and address as configured in your branding settings.
Customize the following:
- Additional Recipients: Click on Send to additional recipients to CC additional email addresses on the invoice notification.
- Business address: This will be prepopulated with your account business address. Click Edit to alter it.
- Invoice Label: The label which appears at the top of the invoice. You can change it to quote, or receipt, for example.
- Currency: Currency will default to your account currency, but you can invoice in a different currency if needed.
- Invoice Number: This counter automatically increments. Keep in mind that two invoices may not have the same number.
- Purchase Order: Optionally, use this to reference a shipping or purchase order.
- Issue Date: The date on which the invoice was issued. You can backdate it.
- Due Date: The date by which payment/estimate approval is due. If the client does not pay by the specified date, vcita can send reminders and followups.
- Item List: This is the itemized section of the invoice. Add the products and services your client is being billed for.
- Terms and Notes: Add personalized notes to the client.
- Terms and Conditions: Your business terms and conditions, defined in your online payment settings.
- Online Payment Options: The online payment options available to your client will default to your account payment settings, but you can toggle online payment on and off per invoice. You can also choose to enable partial payments successfully. For example, you may only want to offer payment in installments to well-established clients.
The grand total is automatically calculated, taking into account any taxes and discounts.