Post on 03-Aug-2015
Creating and Sending Your Invoices
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Create an up-to-date invoice with CloudBooks in as little as 10 seconds. You spend less time invoicing and more time on activities that generate revenue.
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Head to the “Invoices” tab
Step -1
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Click on the big, red“+ New Invoice” button
Step-2
Choose your client (from the drop-down list)
Step-3
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Add the items or tasks that you’re billing
Step-4
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● Customize your invoice number (populates automatically but can be
changed)
● Change the Date of Issue (automatically set to the present day but can be
changed to past/future dates)
Optional Steps: 5
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Send the invoice by Email or by Snail Mail (aka regular post). You can also save your invoice as a Draft if you need to come back to it later and make edits.
Step-6
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A stamp is required every time you send an invoice via Snail Mail. This stamp includes the price of printing, envelopes and postage to your client (return postage not included). Every new account is provided with five free stamps to try out the Snail Mail feature and the cost of additional stamps can be found in your payment settings.
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