OneSuite takes the hassle out of creating invoices, allowing you to send clear and professional billing statements to your clients with ease. Here’s a step-by-step guide to navigating the invoice creation process:
1. Accessing the Invoice Hub: Head over to the dedicated “Invoices” tab within OneSuite. This is your central location for managing all your billing needs.
2. Initiating Invoice Creation: Click on the “Create Invoice” button. This will open a new invoice template, ready for you to personalize.
3. Selecting the Right Client: From your existing client list, choose the recipient of the invoice. This ensures the invoice is associated with the correct client and project.
4. Project Association (Optional): For even clearer billing, select the specific projects or services related to the invoice. This provides valuable context and details for your client.
5. Invoice Customization: Make the invoice your own! Add due dates, customize content with relevant project information, and choose the appropriate currency based on your needs.
6. Building Your Invoice Line Items: Clearly outline the services or products included in the invoice. Use the “Add Row” function to include item descriptions, quantities, unit prices, and any applicable tax calculations. You can also delete unnecessary rows to ensure your invoice is concise and accurate.
7. Embracing Global Business: OneSuite offers multi-currency support for international transactions. Choose the appropriate currency from the available options, ensuring flexibility and convenience for your diverse client base.
8. Automatic Calculations: No need to spend time crunching numbers! OneSuite automatically calculates the total invoice amount based on the items you’ve added and any tax calculations you’ve included.
9. Saving Your Work: Once you’ve meticulously crafted your invoice, click the “Save Invoice” button. This prepares the invoice for further actions, such as sending it to your client.
By following these steps, you can effortlessly generate professional invoices within OneSuite. Streamline your billing process, save time, and ensure timely client payments.
