BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Your Customer Information
  • Your Products or Services
  • The Bottom Text
  • Document Properties
  • Sending an Invoice

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  1. Tutorial 1: The Basics

4. Create an Invoice

Previous3. Create a ProductNext5. Configure the Layout

Last updated 3 years ago

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To create a new invoice, navigate to 'Invoices' in the BestInvoicing menu to the left:

As you didn't create an invoice yet, the overview is empty. Create a new invoice by clicking the green button 'Create Invoice' at the top right.

The invoicing interface now opens and consists of four blocks of information, regarding:

  1. Your customer information: who are you billing?

  2. Your products/services: what are you invoicing and at what price?

  3. The bottom text: the request for payment to the customer with account number and payment reference information.

  4. The invoice itself: serial number, date, discount options, ...

Your Customer Information

You will see that this invoice is now linked to customer record 'C00001', the number of Anthony Simmons' customer file.

Starting from scratch? Simply enter the new customer data directly into the invoice (manually) and check the box 'Save as new customer'.

Your Products or Services

By default, your invoice contains no products or services yet. Per new line you can add a new product or service. Add your services or products in the text fields. In the example below, a router is being sold:

In the example above, a product is added which has not been created yet in the product database. Manually type the description in the 'Service or Product' field and enter a price.

Want to save this newly entered product for future use? Simply click the blue button with three white dots to the left of the product line. Then select 'Create product' to open a product page pop up, add more information to it, and save your newly created product.

The Bottom Text

The bottom text informs your customer about e.g. payment instructions. By default, the bottom text asks to "transfer the invoice amount within xx days to account number xx, stating the invoice number xx."

Document Properties

Before saving and generating the invoice, you can make a few other choices.

In this section you can:

  • change the date of your invoice, if desired;

  • apply a general discount to the entire invoice amount;

  • enter the payment term, and/or select 'End of month'.

You can generate (= save) your invoice using the green 'Add' button. You will see the summary screen of your generated invoice:

If you click the grey 'View Print Version' button at the top right, a new window will open where you can see what the invoice looks like to your customer:

Did you notice an error in the invoice, or do you wish to adjust something? That's possible.

  1. In the summary screen of your invoice, click 'Edit Invoice' in the left menu next to 'Timeline'.

  2. You can edit the invoice section by section using the yellow 'Edit' pencil buttons (e.g. you only wish to edit the customer information, or the information about your listed products/services, ...).

Sending an Invoice

To the right of 'Timeline' you see a yellow 'Send via Email' button. This opens a window where you can send your invoice to the pertaining customer, with an accompanying message.

The customer's email address is automatically retrieved from the customer file, or can be entered manually. You can choose to also send a copy to yourself, or use options cc: and bcc:. The subject of the email can be customized, as well as the accompanying text. It is also possible to enter multiple email addresses by placing a comma between them.

The email is sent by clicking the green 'Send Email' button at the bottom of the page.

Here you specify to whom you want to address the invoice. You can enter the details of a new customer by typing in the blank fields. However, you can also retrieve an existing customer from the customer files you created earlier (see Step 2: ). For example, if you type the name 'Anthony' in the field 'Customer', BestInvoicing will immediately look for the customer with the corresponding name and copy the existing customer file information into the invoice.

Just like retrieving a customer, BestInvoicing recognizes the product you want to add from your product database. A router was entered as a product in the previous step '3. '. The data about this product will automatically be transferred to the invoice. A new blank line appears below this product, where you can add a second product.

During the first step, '' you entered the bank account number of your company. This is the number that will be included in this bottom text. In principle you do not need to change anything in this text field; all information is reused from the data you entered in BestInvoicing.

Would you like to change this bottom text for all your invoices at once? how to do it.

Have you already created invoices this year? Then you can set the appropriate serial number for your first invoice via BestInvoicing. Afterwards BestInvoicing will continue the numbering automatically.

If the invoice is complete, you can easily from the invoice summary:

Creating a Customer
Create a Product
1. Create Account
Click here to learn about numbering.
send it via email
Read here