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How to create an invoice with an invoice generator

Jan 19, 2022 | Posted by:  abi s

Finding it difficult to manually create and modify billings and invoices? It's time to upgrade your business process by using an efficient invoice generator. Since invoices are handled in the daily business activity regulating it with the help of an invoice generator will help the business in several aspects. You can easily integrate the invoice generating software with your system and generate multiple invoices in no time. You can calculate the due amounts faster and keep track of all old transactions from a single place. Are you wondering how to use the invoice generating tool? Here is a complete guide for you!
How to make an invoice:
In case you are using the invoice generator for the first time, follow the step-by-step instructions to create a professional invoice with all the standard elements.
  • Hover through endless template designs and choose a layout that goes with your business aesthetics.
  • Add up the additional necessary information in the blank invoice template layout.
  • Highlight your company details including the name, address, and contact information.
  • Fill out customer/client/vendor details including name, email address, phone number, etc.
  • You can add a description field along with each line item and keep important notes.
  • You can enter a customizable tax rate, currency exchange rate, and discount amount.
  • Include details like invoice date, time, due date, and other important payment information.
  • Write out the payment instructions separately as notes.
  • Customize your professional invoice by adding a business/brand logo to it.
Now, you know how to use the invoice generator to create professional invoices, start arranging all old invoices so that you don’t miss any coming payment deadline.
How to share the invoice:
Once you successfully create an invoice, you need to learn how to send it to the desired client/vendor. You can either email it to your client or you can share it as a link. You can also send the invoice as a file attachment with different file extensions like .pdf, .txt, .doc, etc. 
After you send the invoice, you can check the status of your sent invoice (delivered, or rejected, or blocked). Once the client views the invoice, you receive a notification on your phone and via email. It is useful to send follow-ups to clients to clear the pending dues. So, good luck with CRMSoftwareApp’s free invoice generator!