Mastering Invoice Simple 2023

Table of Contents

1. Introduction
2. Getting Started with Invoice Simple
3. Creating a Client
4. Creating Invoices
   1. Adding a Logo
   2. Entering Details
   3. Adding Items
   4. Adding Currency
   5. Adding Notes and Discounts
   6. Customization Options
   7. Previewing and Sending the Invoice
5. Creating Estimates
   1. Similarities to Creating Invoices
   2. Creating Items Separately
6. Managing Invoices
   1. Viewing Outstanding Invoices
   2. Viewing Paid Invoices
   3. Searching by Keyword
   4. Creating New Invoices
7. Generating Reports
   1. Yearly Report
   2. Statistics for Invoice
8. Conclusion

How to Use Invoice Simple Step by Step

Invoice Simple is a user-friendly platform that allows contractors, freelancers, small business owners, and creatives to easily invoice their customers. In this article, we will guide you through the process of using Invoice Simple step by step, from getting started to managing invoices and generating reports.

1. Introduction

Invoice Simple is a platform designed to help individuals and businesses invoice their clients in a simple and efficient manner. Whether you need to create professional invoices, estimate templates, or receipts, Invoice Simple has got you covered. With its easy-to-use features, you can save time, stay organized, and maintain a professional image.

2. Getting Started with Invoice Simple

To get started with Invoice Simple, visit the website https://www.invoicesimple.com. Once you land on the homepage, you can click on the "Try It Out for Free" button to sign up using your Google account or create a new account. Once you have completed the initial sign-up process, you will be directed to the main dashboard of Invoice Simple.

3. Creating a Client

Before you can create invoices or estimates, you need to create a client profile. To do this, go to the client option in the top navigation bar and click on the "New Client" button. Enter the client's name, email, address, phone number, and other relevant details. Once you have entered the information, click on "Save Client" to create a new client profile.

4. Creating Invoices

Invoices are the main feature of Invoice Simple. To create an invoice, click on the "Invoices" tab in the top navigation bar and then click on the "New" button. Here, you can customize your invoice by adding a logo, entering your details, adding items, selecting the currency, and adding notes and discounts. Once you have entered all the necessary information, you can preview the invoice and choose to either print it or email it to the client.

4.1 Adding a Logo

To make your invoice more professional, you can upload your logo. This logo will be displayed on the invoice in PDF format, giving it a personalized touch. Simply click on the "Upload Logo" option and select the logo file from your device. The logo will then be added to your invoice.

4.2 Entering Details

In the invoice editor, you will need to enter your business details, such as your business name and address. You can also add a business contact number if desired. Additionally, you will need to specify the client for whom the invoice is being created by selecting the client from the drop-down menu. The client's information will automatically populate the relevant fields.

4.3 Adding Items

The next step is to add items to the invoice. You can create new items or select from existing ones. For example, if you offer online services, you can create an item called "Services" and specify the rate and quantity. You can add multiple items to the invoice by clicking on the "+" button. The total amount will be calculated automatically.

4.4 Adding Currency

Invoice Simple allows you to select the currency for each invoice. This is particularly useful if you have clients from different countries. You can easily change the currency by selecting the desired option from the drop-down menu. This ensures that the invoice is accurate and relevant to the client's location.

4.5 Adding Notes and Discounts

In the notes section of the invoice, you can add any additional information or special instructions for the client. This is a great place to show appreciation or provide details about payment terms. If you offer any discounts to the client, you can specify the amount in the discount section. Invoice Simple will automatically calculate the final amount after applying the discount.

4.6 Customization Options

Invoice Simple provides various customization options to tailor the invoice to your preferences. You can choose the background and text color of the invoice to match your branding. Additionally, you can add text details such as "Per Item" or "Deducted" to further clarify the information presented in the invoice.

4.7 Previewing and Sending the Invoice

Once you have entered all the required information and customized the invoice, you can preview it to ensure everything is accurate. The preview will display how the invoice will appear to the client. If you are satisfied with the preview, you can send the invoice directly to the client's email address. Additionally, you have the option to generate a custom link for the invoice, which allows you to share it with the client.

5. Creating Estimates

Estimates on Invoice Simple serve a similar purpose to invoices but are used for providing clients with cost estimates for potential projects or services. The process of creating estimates is similar to creating invoices. You can easily switch to the "Estimates" tab in the top navigation bar and click on the "New Estimate" button to get started. The options for customization, item creation, and currency selection are the same as in invoices.

5.1 Creating Items Separately

In Invoice Simple, you have the option to create items separately. This means you can create items that can be used in both invoices and estimates. To create a new item, go to the "Items" option in the top navigation bar and click on the "New Item" button. Give your item a name, specify the rate, unit (per hour or per day), and any additional details. Once created, the item can be easily added to invoices or estimates.

6. Managing Invoices

Invoice Simple provides features to help you manage your invoices effectively. You can easily view outstanding invoices and paid invoices separately, making it convenient to keep track of each invoice's status. If you have a large number of invoices, you can use the search feature to find specific invoices using keywords. Additionally, you can create new invoices for clients directly from the invoice management section.

6.1 Viewing Outstanding Invoices

The outstanding invoices section displays all the invoices that are awaiting payment from clients. This allows you to see which invoices still require attention and follow-up.

6.2 Viewing Paid Invoices

The paid invoices section shows all the invoices that have been paid by clients. This section gives you an overview of your revenue and allows you to track which invoices have been settled.

6.3 Searching by Keyword

If you need to find a specific invoice, Invoice Simple offers a search feature. You can enter keywords related to the invoice, such as client name or invoice number, to quickly find the desired invoice.

6.4 Creating New Invoices

From the invoice management section, you can easily create new invoices for clients. Simply click on the "New Invoice" button, and the invoice editor will open, allowing you to enter the necessary details and customize the invoice as required.

7. Generating Reports

Invoice Simple provides reporting features that allow you to generate reports on paid invoices, clients, and items. These reports provide valuable insights into your business's financial performance and can be used for accounting and analysis purposes.

7.1 Yearly Report

The yearly report provides a summary of all invoices and payments received within a specific year. It gives you an overview of your income and allows you to identify patterns or trends in your business.

7.2 Statistics for Invoice

The statistics feature provides detailed information about individual invoices. You can view statistics related to specific invoices, such as the amount, date, client, and payment status. This information can be useful for tracking individual invoice performance and analyzing client payment behavior.

8. Conclusion

Using Invoice Simple makes invoicing easy and efficient for contractors, freelancers, small business owners, and creatives. With its user-friendly interface and comprehensive features, you can create professional invoices, manage clients, customize invoices, and generate reports, all in one place. Whether you are just starting or have an established business, Invoice Simple is a valuable tool for streamlining your invoicing process.

Highlights

• Invoice Simple is a user-friendly platform designed for contractors, freelancers, small business owners, and creatives.
• You can easily create professional invoices, estimate templates, and receipts.
• The platform allows for customization, including adding logos, specifying currency, and adding discounts.
• Invoice Simple provides features for managing invoices, such as viewing outstanding and paid invoices and searching by keywords.
• You can create estimates separately and track their status.
• The platform offers reporting features, including yearly reports and statistics for individual invoices.
• Invoice Simple streamlines the invoicing process, saving you time and helping you maintain a professional image.

Frequently Asked Questions (FAQ)

Q: Is Invoice Simple suitable for all types of businesses? A: Invoice Simple is designed to accommodate contractors, freelancers, small business owners, and creatives of various industries. It offers flexibility and customization options to meet the specific invoicing needs of different businesses.

Q: Can I create multiple client profiles in Invoice Simple? A: Yes, you can create multiple client profiles in Invoice Simple. When creating a new invoice or estimate, you can easily select the desired client from a drop-down menu or create a new client profile on the spot.

Q: Can I customize the appearance of my invoices in Invoice Simple? A: Yes, Invoice Simple provides customization options, such as adding logos, selecting colors, and specifying text details. You can tailor the appearance of your invoices to match your branding or personal preferences.

Q: Can I track the payment status of my invoices in Invoice Simple? A: Yes, Invoice Simple allows you to track the payment status of your invoices. You can easily view outstanding invoices and paid invoices separately to keep track of which invoices still require payment.

Q: Can I generate reports on my business's financial performance with Invoice Simple? A: Yes, Invoice Simple offers reporting features that allow you to generate reports on paid invoices, clients, and items. These reports provide insights into your business's financial performance and can be used for accounting and analysis purposes.