Invoicing for Ember users
DF

David Franz

Created Jun 11, 2024

Invoicing for Ember users

16
    q

My Business Finances dashboard

20 Steps
1

Click on Sales

Click on Sales
2

Click on New invoice

Click on New invoice
3

Click on the dropdown menu

Click on the dropdown menu
4

Select a client you want to invoice

Select a client you want to invoice
5

Click on Continue

Click on Continue
6

Click on Name

Click on Name
7

Select the relevant product/service

You can add and manage these from the Products and services page

Select the relevant product/service
8

Click on Add another line item to add another item

Click on Add another line item to add another item
9

Type in a custom line item name

Type in a custom line item name
10

Click on Add 'Ad hoc consultation'

Click on Add 'Ad hoc consultation'
11

Input the price and update other fields as applicable

Input the price and update other fields as applicable
12

Click on Save line item

Click on Save line item
13

Click on Continue

Click on Continue
14

Click on 30 days to change invoice payment terms

Click on 30 days to change invoice payment terms
15

Select payment terms

Select payment terms
16

Select the relevant account for payment

Select the relevant account for payment
17

Click on Continue

Click on Continue
18

Add in any notes you want to go with your invoice

Add in any notes you want to go with your invoice
19

Click on Preview email and send

Click on Preview email and send
20

Click on Send invoice

Click on Send invoice
Well done!
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