Accessing ImpactHER Accounting / Bookkeeping on the Dashboard
When you access ImpactHER Accounting / Bookkeeping on the dashboard, you will see the billing section where you can track the status of your invoices - s4ent, not sent, partially paid, paid, etc. By clicking on the hyperlinks, you can navigate to the invoice section, which displays invoices from all customers. You can also view invoices specific to a particular customer by clicking on their name in the customer section.
Understanding the Invoice Section
In the general invoice section, you will find columns such as invoice numbers, total amount, tax, creation date, due date, customer name, and status. You can filter the view to see invoices based on various criteria like not sent, recurring, unpaid, paid, etc.
Creating a New Invoice
To create a new invoice, simply click on "create new invoice," select the customer, and fill in the necessary details. You can up recurring invoices and customize the payment methods, currencies, discounts, and terms. ImpactHER Accounting / Bookkeeping also automates invoice reminders and past due alerts to ensure timely payments from your clients.
Adding Items to the Invoice
You can easily add items to your invoice from the dropdown menu or create new items on the spot. The system allows you to incorporate billable tasks or expenses directly into the invoice, making it convenient for professionals who charge for their time. Discounts, taxes, client notes, and terms can also be included in the invoice.
Managing Invoices and Client Portal
ImpactHER Accounting / Bookkeeping offers features like merging invoices, generating statements, and providing a client portal for easy access to payment statuses and invoices. Clients can view, print, and generate statements for any period, reducing administrative work for you. Automated reminders ensure that your invoices are always on top of your client's mind.
Presenting Your Brand Professionally
An important aspect of invoicing is presenting your brand professionally. ImpactHER Accounting / Bookkeeping allows you to customise invoices with your logo, client details, items, terms, and conditions. You can even have clients sign off on invoices for a more personalised touch.
Conclusion and Next Steps
As we wrap up our journey through ImpactHER Accounting / Bookkeeping' invoicing section, remember that it's not just about getting paid - it's also about showcasing your brand in a professional manner. Stay tuned for more tutorials exploring additional features of ImpactHER Accounting / Bookkeeping. If you are interested in seeing ImpactHER Accounting / Bookkeeping in action, contact us at Success by Design for demos and consultations to elevate your invoicing game together.
In summary, ImpactHER Accounting / Bookkeeping offers a comprehensive invoicing solution tailored for businesses across various industries. By leveraging its features, you can streamline your invoicing process, present your brand professionally, and ensure timely payments from clients. If you are looking to enhance your invoicing capabilities, ImpactHER Accounting / Bookkeeping could be the perfect fit for your business.