Easily Issue Invoice to Customer with airSlate SignNow

Creating and Sending an Invoice to a Customer

To issue an invoice to a customer using airSlate SignNow, begin by preparing the invoice document. You can create a new invoice from scratch or use an existing template. Ensure that all necessary details, such as the customer’s name, address, invoice number, and itemized list of services or products, are included. Once the document is ready, upload it to airSlate SignNow for eSigning.

Customizing Your Invoice Template

Customizing your invoice template can enhance your brand recognition. With airSlate SignNow, you can easily add your company logo, adjust colors, and modify fonts to align with your brand identity. This personalization not only makes your invoices look professional but also helps in building trust with your customers.

Filling Out Invoice Details

When filling out the invoice, be sure to include all relevant information. This includes the date of issue, payment terms, and due date. Clearly itemize each product or service provided, along with the corresponding prices. Providing detailed information helps avoid confusion and ensures prompt payment from your customers.

Sending the Invoice for Signature

After completing the invoice, use the ‘Send Document for Signature’ feature in airSlate SignNow. This allows you to send the invoice directly to your customer’s email for their review and signature. The process is secure and ensures that both parties have access to the signed document once completed.

Tracking Invoice Status

Once the invoice is sent, you can track its status in real-time through airSlate SignNow. You will receive notifications when the invoice is viewed and signed. This feature helps you stay informed about the progress and follow up if necessary, ensuring timely payments.

Storing and Managing Invoices

After the invoice is signed, it is automatically stored in your airSlate SignNow account. You can easily access, manage, and organize your invoices for future reference. This digital storage eliminates the need for physical copies and simplifies your document management process.