Create and Manage Your Invoice with Tax Effortlessly

Creating an Invoice with Tax Using airSlate SignNow

Creating an invoice with tax in airSlate SignNow is a straightforward process that allows businesses to generate professional documents quickly. Start by selecting the "Create Form" feature, where you can choose from various templates specifically designed for invoicing. Once you have selected your template, you can easily customize it to include your business information, client details, and the specific services or products provided.

To include tax in your invoice, simply add a line item for tax. Specify the tax rate applicable to your services or products, ensuring that it complies with local regulations. This feature is particularly useful for businesses that need to calculate and display tax clearly for their clients, maintaining transparency in transactions.

Editing Your Invoice for Accuracy

After creating your invoice, use the "Edit PDF for Signature" feature to review and modify any details. This includes adjusting quantities, prices, or tax rates as necessary. The intuitive editing tools allow you to make changes seamlessly, ensuring that your invoice is accurate before sending it out for signature. It's essential to double-check all calculations, especially the total amount due, which should reflect the correct tax inclusion.

Sending Your Invoice for Signature

Once your invoice is finalized, utilize the "Send Document for Signature" feature to share it with your client. You can add multiple signers if needed, and specify the signing order. This ensures that your client receives the invoice promptly and can eSign it securely. The digital signature process is legally binding, providing peace of mind for both parties involved in the transaction.

Tracking Invoice Status and Reminders

After sending your invoice, airSlate SignNow allows you to track its status easily. You can see when the invoice has been viewed and signed, ensuring you are always informed about your document's progress. Additionally, you can set up reminders for clients who have not yet signed, helping you manage follow-ups without the need for manual tracking.

Storing and Accessing Your Invoices Securely

All invoices created and signed through airSlate SignNow are stored securely in the cloud. This means you can access them anytime, from anywhere, ensuring that your important documents are always at your fingertips. The secure storage also protects sensitive information, complying with industry standards for data security and privacy.

Customizing Your Invoice Template

To enhance your branding, consider customizing your invoice template. You can add your company logo, change the color scheme, and modify the layout to suit your preferences. This personalization not only makes your invoices look professional but also reinforces your brand identity with clients. Custom templates can be saved for future use, streamlining your invoicing process.