Creating an invoice in COUNT is straightforward and allows you to efficiently manage your billing process. Follow these steps to create a new invoice:
1. Navigate to Invoices
On the left-side menu, click Sales & Payments > Invoices.
Click the Create Invoice button.
Tip: If this is your first invoice, create your template and click save to set up a consistent format for future invoices.
2. Enter Invoice Details
Invoice Title, Memo, and Invoice Number: Enter a title for the invoice, any relevant memo, and an invoice number.
Add a Customer: Click Add a customer. Select a customer from the list or click Create a new customer at the bottom of the drop-down menu to add a new one.
Invoice Date and Due Date: Choose the invoice date and the due date for payment. You can also choose an option from the dropdown menu that sets due date after a certain period i.e. Net 15 days, Net 30 days etc.
P.O. or S.O. Number: Enter a Purchase Order (P.O.) or Sales Order (S.O.) number if applicable.
3. Add Business Information
You can edit your business information through the settings to ensure your invoices have the correct details.
4. Add Products or Services
Line items are the products or services being purchased by your customer.
Add an Item: Click Add an item for each product or service you are invoicing for.
If you have already added products and services, select one from the dropdown menu, or type the item name in the search box and select the item.
If no items are saved, click Create an item to add a new item and fill in the required details.
Enter Quantity and Price: Input the quantity and price for each item. COUNT will automatically enter the price you created while adding the item.
Select Tax %: If applicable, select a tax percentage for each line item.
Add a Discount: If applicable, click Add a discount below the Subtotal field to apply any discounts.
5. Other Options
After the "Add Products or Services" section, you can also add Memos and Attachments to an invoice where applicable,
Additional Options: Invoices can also be linked to Projects, Sales Representatives and Tags already created in the system.
Recurring Invoices: You can check the "Recurring" option to set a cadence for the invoice upon which an invoice will be automatically created. COUNT also includes an option to email the invoice to the customer automatically at the click of a button.
6. Save the Invoice
Click Save as Invoice to create the invoice.
Alternatively, click Save as draft to save it as a draft if you need to make further changes later.
Editing an Invoice
After creating an invoice, you can make changes by selecting the edit button in the invoice listing.
By following these steps, you can create professional invoices in COUNT, ensuring that your billing process is streamlined and efficient.