Get Started with Invoices inside Aritic Sales CRM

Invoices

The Invoices allow you to bill a Client for your services or products, and help you keep a record of your income in Aritic Sales CRM. Every invoice paid means more revenue coming to your business. Now create and send professional invoices to your customers within seconds. As soon as you have entered the client and tax details,  a series of actions like send an invoice to the client via email, from saving a draft to printing a PDF hard copy.

 To get into Invoices Click on “Sales ” and then click on “Invoices”.

Overview

 The life of an invoice in Aritic Sales CRM system is made up of several phases:

•  Draft/Hidden: When you have created an invoice, but have not sent it yet.
• Sent: You have sent the invoice, but the client has not paid yet.
• Viewed: Client has opened the invoice email and viewed the invoice.
• Partial: Invoice partially paid.
• Paid: Congratulations! A client has paid the full invoice amount.
• Not Paid: Invoice remains unpaid.
• Overdue: Invoice has passed its due date.

Invoices list

 On the Invoices list page you will see a table with the columns as under;

 Invoice #: Number of the invoice

Client Name: Name of the client

Status: Current status of the invoice (Draft, Sent, Viewed, Partial, Paid, Not Paid, Overdue)

Due Date: Date of the Payment due

Amount: Total amount of the invoice

Balance: Amount owed by the client (after credits and other adjustments are calculated)

Create Invoice

For creating a new invoice click on “Create New Invoice”. It will open the Invoices / Create page offering a series of numerical and text inputs.

 The form contains:

•  Customer: Select the appropriate Customer from the drop down.
• Tags: Fill multiple tags for the invoices, e.g., website, logos, etc. 
• Bill To: Click on the Edit button and provide the details.
• Ship to: Click on the Edit button and provide the details.
• Currency: The Invoice currency. If you choose Client Default Currency, the chosen client’s money is in use.
• Payment methods: Select the appropriate payment methods you want your client to pay. Every enabled payment methods present to the client as options, so she/he can select the payment method.
• And also fill out all required details.

 Once you finish creating your invoice, click on Save Button. 

If the Invoice need to be Exported then click on Export -> Select the format that nee to be exported.

To know about the Recurring Invoices Click on the Recurring Invoices.

 Invoice Page

•  Button Show to the client: Use this button to show/hide invoice to the client.
• Button Pay Invoice: Click this button to make Payment to an Invoice.
• Button Email: Email the invoice directly via Workice system to the email address specified for the client.
• Button Activity: Click to view invoice history.
• Button Set Reminder: Add custom reminder and get alert. e.g., Reminder to send an invoice
• Button Comments: Add invoice comments here.
• Button More: Access additional invoice options, including deleting invoice and updating.
• Mark Sent: As you mark an invoice as sent, then the only client can view the invoice on the client portal, and the client balance updated with the revised the invoice total.
• Mark Paid: You can manually mark the invoice as paid. You may need to do this if you are not entering the Payment directly into the system.
• The Delete Invoice: For deleting the invoice click here. It gets deleted and removed from the Invoices list.
• Button Share: Displays a link that you can send to the client to access the invoice.
• Button PDF: Download a PDF version of the invoice.
• Button As Client: You can impersonate a client and view the invoice as a client.

 The Email Invoice Preview

 When you are want to send an invoice to the client, click the Email Invoice button. A pop-up box will appear, displaying a preview of the email, before the invoice email sent. Here, you can add additional comment or message to the email.

 Recurring Invoice

 Being a busy freelancer, you work for various customers. Some jobs are one-off, but remaining are ongoing, either on a weekly or monthly basis. Aritic Sales CRM recurring invoice feature automatically generates invoices sends the current invoice to the client on a regular for ongoing jobs on the pre-defined note. For every recurring role, you only need to set up the procedure for one time.

 To make a recurring invoice, edit the invoice and select the Recur Every drop-down. You can also set it to recur every week, month, quarter, six months, and annual. Choose the start date and a date when the invoice should stop recurring (End Date).

 Tip: To stop a recurring invoice, change Recur Every field to No and modify the invoice.