Issue an Invoice, Receipt or Quote

vCita invoicing aims to simplify the process of generating and sending invoices/quotes/receipts to your clients. Some of our latest features include:

• Creating and sending invoices/quotes/receipts from vCita’s mobile app      
• Compliance with both US and European invoicing formats
• Issuing the invoices/quotes/receipts in various currencies (regardless of your set account currency)
• Defining different tax amounts per item/line
• Entering negative amount/discount rate per line item

Note: vCita also offers you the option to be paid online by your clients via your Stripe or Paypal account. In order to enable online payments, your payment settings must to be configured.

     

 Creating a new invoice

You can easily create a new invoice from several places within your vCita account:

•  By clicking on the   button located in your “inbox”, “Clients” menu and from a specific client card

• By clicking the    button located in your “Payments” menu

 

The next step will be to choose the client for which the invoice/quote/receipt is created

• You can either type a specific client name
• Choose one from the list
• Choose “New Client” to create a new entry on-the-fly

                                              

Next, your invoice/quote/receipt you've just created will be displayed and you can move on to customizing it.

                                                  

 Customizing your invoice/quote/receipt

Your invoices will always include your business logo, name and address as configured on your vCita Account Settings.

The following fields in each created invoice can be customized for the specific transaction/quote/receipt it was generated for:

• Business address- You can edit your business address to be different from the one set in your Account Settings without affecting the latter.
• Client’s address
• Invoice label -  Allowing you to customize the document whether it’s an invoice, a quote or a receipt.
• Currency - Can be different from the one you have set in your Account Settings
• Purchase order- Optional (Suggested usages -For a shipping or purchase order)
• Issue and due date - If the client does not pay by the specified date, vCita can remind the business to follow up with the client. Check your configuration for this via Settings > Payments.
• Notes- Can be Terms of Service, hyperlinks,description of services, etc

 Two additional options:

• Checking “Offer client to pay online” will allow your clients to pay you online.
• “Collect unlimited payments”- If you are registered for a Free package, you will be limited to collecting 300$ of online payments from your customers. To lift the online payment limitation, check the star icon to upgrade your account.

 

The step following customization will be:

 

Adding an item to your invoice/quote/receipt

 

Clicking on the button within your invoice will open the following window

 

                                         

  

• Service or Product  - Select the relevant service from the predefined ones you set in your Service settings or type any other service or product.
• Description- Type any description you might want to add to the service.
• Quantity and Price - Set a price and quantity to the chosen service.
• Discount- Lets you set a percentage discount to the item/service you’ve added.
• Tax- Define a tax for the item/service added by clicking on it . Note: you can reuse it on other invoices. On the invoice itself, we aggregate the tax value of all items per tax type :

 

                                      

 

The grand total will be automatically calculated:

 

                                 

 

Clicking each item will enable editing it, while clicking the icon will delete it.

 

• Now to the last step - Deciding what you wish to do with the receipt/quote/receipt you’ve just created:

 

 

Clicking “Cancel” will cancel the invoice/quote/receipt, “Save draft” will save the invoice for future editing and  “Send” will send the invoice to the client.

After an invoice was sent or saved you can make additional changes. Visit the Payments menu to view all your invoices/quotes/receipts and their status.

 

You can click on any invoice/payment to view the correspondence which followed the invoice. To take additional actions that are not displayed up-front, select the 3 horizontal dots on the right.

 

Additional options

 

 

When choosing an existing invoice via the Payment menu, an horizontal menu will be displayed at the top of the screen with the following buttons:

 

 Will get you back to your overall payments summary.

 

 Displays the chosen invoice as the client will see

 

Allows you print the  invoice or save it as a PDF

 

Enables you to easily edit any detail in that specific invoice  even if the invoice has already been sent to the client or paid. Any changes that you will make to the invoice will show for the client as well.

 

 Allows you to copy the chosen invoice and send it to another customer (the copied invoice will include the new chosen customer details).

 

 Allows you to reply to the client the invoice was sent to and to view the conversion you had with them.

 

Regardless of the time you’ll be sending it, any invoice created can be archived, canceled marked as paid and viewed through the upper menu:

 

                              

 

• Under “Details” you will see the invoice/quote/receipt current status
• View - Displays the invoice as the client will see it.
• Send - Will resend the document to the client
• Send reminder- Will send the client a reminder for this document
• Mark as paid -  Will add a "Paid" stamp on the invoice that will be visible to you and the client and the payment option will be disabled for the client.

 

Still have questions? Contact us.