Streamline Your Workflow with the Invoice Crowd for Enterprises

Invoice crowd for enterprises

in this video we'll see how to create customize and send an invoice using invoice [Music] crowd click on the create invoice button in the top right corner to start a new [Music] invoice select a template for your invoice by clicking on one of the template options displayed in the [Music] modal click on the select customer drop down to choose a customer for the invoice choose a customer from the drop down list by clicking on their [Music] name select an item from your list or create a new [Music] one click on the plus at item button to add another item to the [Music] invoice click on a save button in the actions panel to save the [Music] invoice click the GST toggle in the options panel to enable GST on the [Music] invoice click the unit toggle switch in the options panel to enable or disable unit options for items in the invoice once enabled you can now select the unit for your [Music] quantity enable the reminder option by clicking on the toggle switch in the option sidebar to configure the reminder options based under your configuration our system will automatically send reminders to your customers enable the late fees option by clicking on the toggle switch in the option sidebar select a flap fee or a percentage based [Music] fee click on the payment stub toggle to enable a payment stub for your [Music] invoice click on the custom Fields toggle switch in the option sidebar to enable [Music] it now click on any of these sections in the invoice form to add your custom data to your invoice [Music] once you click on the plus button you will get a popup with a list of all your custom Fields select the one that you want to display on your [Music] invoice navigate to the payment methods tab in the right sidebar and turn on the gateways you want to offer your customers for payment [Music] to add a Gateway specific fee click the add fees button to include additional charges to the payment method the fee will be automatically applied to your invoice when your customer selects the [Music] Gateway the accounting section enables you to adjust your income category whenever required [Music] click on the history icon in the top right corner to view the invoice [Music] history click the save button to save the invoice click on the preview button in the action sidebar to preview the [Music] invoice click on the send button in the action sidebar to send the invoice [Music] type your message in the email body area of a compos mail [Music] popup click on the send later button in the compos mail popup to schedule the invoice email for later [Music]