Introduction
Effective invoicing isn’t just a financial function. They are also the backbone of any successful business model. At Invocreto, we understand the challenges small businesses and business owners face when dealing with invoices. That’s why we developed a comprehensive, user-friendly solution to transform your billing process from a tedious task into a smooth, stress-free process.
Why Proper Invoicing Matters
Before we dive into this step-by-step guide, Let’s understand a bit about why strong invoicing is so important:
- Timely payment guaranteed
- Maintain accurate financial records
- Helps with tax compliance
- Professionally build your business relationships.
Your Complete Guide to Creating and Sending Invoices with Invocreto
Step 1: Login to your Invocreto dashboard
Step 2: Complete Your Onboarding Process
First impressions matter, even in invoicing. Complete your business profile:
Step 3: Build Your Contact Network
Efficiency is key in business. Streamline your invoicing by:
- Add customers and vendors contacts
- Storing email addresses and contact information
- Develop reusable contacts for repeat visits
Step 4: Manage Your Product Inventory
For businesses that focus on products Inventory is very important:
- List your product or service with additional details.
- Set pricing and track available stock
- Quickly add products to invoices with just a few clicks
Step 5: Craft Your Perfect Invoice
Invocreto makes invoice creation easy to use:
- Choose between Sales or Purchase Invoice
- Select customer/vendor from your saved contacts
- Add line items with precise quantity and pricing
- Apply GST and other tax calculations automatically
Step 6: Easy Invoice Delivery
There are a variety of delivery options available to suit your style:
- Invoices are automatically sent to the recipient’s registered email address
- There is no need for manual delivery – the system handles the delivery immediately
- Custom email templates also maintain the professional look of your brand
- Download PDF for alternative sharing
Pro Tips for Invoicing Success
- Always double-check invoice details before sending
- Set clear payment terms upfront
- Use professional, consistent formatting
- Follow up promptly on overdue invoices
Why Invocreto stands out?
🚀 Automatic system saves time
Reduce manual labor and focus on growing your business
🛡️ Guaranteed consistency
The integrated GST channel ensures that you are always up-to-date
📊 Crystal Clear Tracking
Complete visibility into your financial transactions