Keep track of your client's business and the status of invoices. Blinksale Invoices helps you always be on top of managing your Company Invoices. It will give you the convenience of issuing Invoices quickly because the more you delay the issuance and submission of invoices, the later your cash flow will be. With your Blinksale Invoices you can easily Print, Edit, Send, Delete and Duplicate or download them in PDF format.
1. To create new Invoices, you can either select the Invoices tab in the center of the dashboard, which will route you directly to the invoice creation page, or select the Clients tab at the top, which will give you the main view where existing invoices are visible.
2. After selecting Invoices, you'll then press "Create New," which will take you to the Invoices Information field.
3. Select one of your clients using the drop-down and make sure to check the Date and the set Payment Due. So the preset for Payment Due is NET 15, NET 30, NET 45, and NET 60, which are just X number of days (duration) from the day that you send the invoice, or you can set it Immediately. You can also choose "Other" to create your own customized Payment Due schedule.
You can change the invoice number, but it's automatically prefilled based on the number of invoices you have in the Blinksale dashboard.
4. To create or add a new client for Invoicing, from the Invoices Creation Page click the "+ New Client" button located beside the Client Name field. Learn how to manage your client here Manage your Blinksale Clients | Articles | Blinksale | Intercom
5. You can change the currency in which the amount is requested. Taxes, shipping, purchase order number, and late fees are optional and can be added as needed. If you want to further customized the Tax you can simply click the "Add or edit a tax" button and add a new Tax Scheme.
6. You can change the item type depending on what type of job, work, or service you are doing. Or is it an hourly rate? Is it a service? Is it a product? And then add a description as to what it is that you're working on, and then the quantity and the unit price, which will automatically calculate the amount.
7. If needed, you can add more items by clicking the "+ Add Item" button just left of the "Re-order Rows" button.
8. You can reorder the rows by clicking "Re-order Rows" and dragging the item by doing a long press on the 3 dots that will be visible on the left side of "Item Type."
9. You can also add a note to the client if needed. Once you're ready to send it, you'll press "Preview and Send".
10. In preview mode, you can edit, view, and add recipients as needed. The best part is that you can CC and BCC people. You can also modify the subject and message sent to the customer on the invoice. Whether you add attachments like a PDF or not, you can turn the feature on and off. Scroll down and you'll see the payment method you want to enable, whether you want a credit card or an ACH bank transfer with Stripe. And if you just want an ACH payment, you can change it using the toggle in the payment method.
11. You can also preview how it will look in PDF format for your clients by simply clicking "View" or the Preview section of the attachment. And when you're ready, you'll tap "Send Invoice" and the invoice will be sent to your customer for payment.
Edit Invoices and how to send them
An invoice is a bill of the products and services that you have provided to your client.
1. To edit your invoices, you are going to select Invoices tab on the left-hand side or from your main dashboard.
2. This is the invoice dashboard where you can see the total amount you have billed, the total amount due, and the total amount paid to you.
This will also provide you a breakdown by month and how much money you either have out for open invoices. For instance, you can see which invoices have been closed and how much they take up your monthly income. You can filter your invoices based on their status.
Things to keep in mind:
A closed invoice is the one that has been completed, the work has been done for the client, and they have paid you.
A draft is an invoice that has not yet been sent to the client and is still in the editing phase.
An open invoice is the one that has been worked on and completed and has been sent to the client for them to pay.
The past due invoice would not have been paid yet and it's delinquent already.
Anything that's past due means the money has not been paid to you yet.
3. To edit one of your open invoices, just click on the specific invoice You'll be taken to see any of the comments that have been left edited. And using the right pane, you can click edit, send, print, download pdf, delete, etc, and press save once you're done editing.
