How to Create and Send Invoices Through Invocreto: A Step-by-Step Walkthrough

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

Getting Started

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

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