Creating and sending your invoices-CloudBooks

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.




Let’s get Started




Head to the “Invoices” tab

Step -1




Click on the big, red“+ New Invoice” button

Step-2

Choose your client (from the drop-down list)

Step-3




Add the items or tasks that you’re billing

Step-4




● 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




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




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.




Thank you




Creating and sending your invoices-CloudBooks

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