Invoiceplace helps both solo and larger businesses stay on top of their billing and quoting. To help businesses that have multiple staff you can now record the sales person on quotes and invoices.
Why should you record the sales person on an invoice?
Knowing which sales person assisted the customer is important for tracking the number of sales made by each person. It also provides a contact for the customer in the event of a inquiry about the product or service provided.
How to add a sales person to an invoice
To add a sales person to a new invoice create a new blank invoice or one from an invoice template. The Sales Person is now displayed below the Reference field.
If you have entered a sales person it is listed on the printed invoice and quote (sample below). There is no change if the sales person wasn’t added so this doesn’t take up space on your invoice.
Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.
When you have staff worldwide it is inevitable that there is going to be confusion due to differences in language and culture. One subtle but very important misunderstanding occurs with dates, particularly due to differences between the format in the United States (mm/dd/yy) and European countries (dd/mm/yy).
What does it mean if an invoice was raised on 4/9/10 – is it the 9th of April, or 4th of September ? Five months can make a lot of difference, particularly if you are waiting to get paid.
To avoid potential confusion Invoiceplace now prints the invoice date and invoice date in a format including the month. This is printed in the review screen displayed after creating an online invoice.
Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.
Creating one invoice is easy, particularly if you do it online. Recording when and how much payment was received can be done without much difficulty either. Each invoice you are paid for doesn’t get harder, but you end up creating a rich history of your previous customers which can be overwhelming to navigate.
Invoiceplace makes online invoicing easy, and now the list of ‘Paid Invoices’ is faster and more responsive to use. You can instantly sort on the customer, and navigate through each page of invoices by clicking on new arrows displayed at the bottom right of your invoices.
Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.
Online invoicing empowers you to run your business from anywhere. You also make it easier for your customers, and can process your invoice without the hassle of visiting the bank or posting payment. They simply receive an email with your invoice attached and can pay online with a credit card, if you were to set-up a free merchant account with Paymate.com for example.
Another popular payment option that can be done online is a direct bank transfers. Invoiceplace can already record and print your bank account details on invoices, and this has been further enhanced to display your account IBAN (International Bank Account Number).
What is the IBAN ?
The International Bank Account Number (or IBAN) identifies your bank account in a format that many banks recognise and use for international transactions. This was driven by the need for a common identifier, since the account information required can vary by country, and the more details provided increases the risk of a number being entered incorrectly.
How to include the IBAN with the bank transfer payment method on an invoice
Your IBAN is entered in the supplier details (shown below). After entering the IBAN to print this on an invoice simply select the ‘Direct Bank Transfer’ payment method.
Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.
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