Creating invoices is just the first step. OneSuite empowers you to effectively manage your invoices and stay on top of your finances with a range of tools:
1. Invoice Dashboard: Your Command Center: Access the invoice dashboard section to gain a comprehensive overview of all your invoices. Here, you can see the status of each invoice at a glance, whether it’s pending, paid, or overdue. This allows you to prioritize follow-up actions and ensure timely client payments.
2. Marking Payments Received: Once a payment arrives, celebrate! Simply mark the invoice as “Paid” within OneSuite. This updates the invoice status and keeps your financial records accurate.
3. Downloadable Records: Maintain organized financial records by downloading and saving your invoices in various formats. OneSuite offers options suitable for record-keeping or sharing purposes with clients or accounting software.
4. Flexibility and Control: Need to make changes to an invoice? No problem! OneSuite allows you to edit existing invoices if necessary. Additionally, you can delete invoices if they are no longer required, providing you with control over your invoice management.
5. Save Time with Invoice Duplication: For invoices with similar details, leverage the “Make a Copy” function. This creates a duplicate invoice, saving you time on repetitive tasks. Simply customize the copy with any specific details for the new invoice and you’re ready to go!
Email Invoices Directly: Upon entering the invoice section, you can directly email invoices to the respective clients. Just copy the payment link and send it via email. You can also email invoices with the payment link included, ensuring your clients have all the information they need to complete their payments.
Activity Log: Track all actions related to your invoices with the activity log feature. This ensures you have a detailed record of all updates and changes made to each invoice, enhancing your financial transparency.
Multi-Currency Invoicing: Efficiently manage invoices for clients around the globe with OneSuite’s multi-currency feature. Create and send invoices in different currencies.
By effectively utilizing these invoice management features, you can streamline your billing process, maintain accurate financial records, and ensure a healthy cash flow for your business.
