Setting up Invoices in BillingServ
Setting up Invoices within BillingServ is super easy.
View All Invoices:
Here you get a broad overview of all the invoices raised in your account.
View Unpaid:
This will only list unpaid invoices.
View Overdue:
This will only list overdue invoices, set by the time in your invoice settings.
View Paid:
This will only list paid invoices.
View Refunded:
This will list all refunded invoices:
View Canceled:
View all canceled invoices.
Create Invoice:
To:
Here you can either select a customer that has already signed up, or you can create a new customer.
Invocie:
This is the Invoice Number
Payment Due:
You can select the payment due date here.
Line Items:
You can add item, description, tax class, Price and QTY. Once you've added this information your invoice will then auto calculate.
New Total Item:
You can add extra charges here, with tax. For exmaple Shipping.
Additional Comments:
You can add some notes here, these will be passed through to the invoices in the clients account and emailed too.