Tour updated – create an invoice, print and email using Invoiceplace
The Invoiceplace tour (screenshots) has been updated to demonstrate the benefits of creating an invoice using a template and using products on line items. Below are six screenshots of the steps required to create an invoice, print as a PDF document and email the invoice as an attachment to your customer. and
Create an invoice from a template
Create a blank invoice or use a pre-defined template that you have already created.
Enter invoice header details
Enter the invoice header details. Use any format for the invoice number and you can enter an optional purchase order number. You can also give your customer a choice of payment methods.
Enter invoice line items
Enter the invoice line items. Choose from predefined products, or enter any product or service you offer.
Review invoice
Review your invoice before printing as a PDF or Microsoft Word document, or emailing directly to your customer.
Print your invoice as a PDF document
Print and save as a professionally formatted PDF document.
Email your invoice
Email your invoice directly to your customer. Your customer will receive an email message with a PDF or Microsoft Word attachment.
Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. No sign up required, click here to start.
