Managing Customer Invoices

(Screenshot of invoices screen)

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Moneyspire allows you to create and manage invoices (in the Moneyspire Pro version). To add an invoice, click on the Invoices tab menu option and then click the Add button. To record a payment for an invoice select the invoice from the list and click the Record button. You may also print invoices or export to PDF. Also, you can email invoices and be notified when the recipient views the invoice.
 
(Screenshot of adding invoice window)

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Below is an explanation of the fields you have to fill in:

 

Name/Company

This your name or the name of your company.

Address

This is your address or the address of your company.

Logo

Click this button to select a logo image for the invoice. The image size should be 150×150 (or a similar proportion).

Payee/Customer

This is the name of your customer.

Address

This is the address of your customer.

Invoice #

This is the invoice number. You can click on the drop down menu and select Next Invoice #.

Invoice Date

This is the date of the invoice.

Due Date

This is the date that the invoice is due.

Product/Service

This is the name of the product or service.

Description

This is the description of the product or service.

Qty (Quantity)

This is the quantity of the product or service.

Rate

This is the price of the product or service.

Amount

This is the total of the line item.

Delete Line

Click this button to delete a selected line.

Add Line

Click this button to add a line to the invoice.

Message (Optional)

This is where you can add a custom message to the invoice, such as your payment details and a thank you note.

Paid on:

This is the date that the invoice was paid off.



If you can't find your answer in the knowledge base, contact us for more assistance.


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