When a quote is sent to a customer and then Approved an invoice is automatically generated and sent via email to the customer.
You can send an invoice directly, however, without going through the Quote flow.
To send an invoice to a customer, click ‘Generate new invoice’ from the left side bar, or ‘Generate new invoice’ from the top menu of the Invoices page.
This will open a pop out page from the right side of the screen, where you are able to populate the details of your invoice. Enter the following information:
Customer name
Customer email
Property address (use type ahead pre-fill or enter manually)
Invoice Number
Click the ‘Click here to add your first item’ to add your first line item.
Give the item a
Name/Description
Price
Quantity
If the item requires GST to be applied, select the ‘Apply GST’ checkbox - GST will automatically be applied
Click the ‘Click here to add an additional item’ to add any additional items if required.
Select the date that the invoice is due using the date picker.
Optional - Copy and paste a Xero ID, to link the invoice number to your Xero invoice in the email that is sent to your customer.
Once complete, click ‘Finalise & Send’ and the invoice will be sent to your customer.
You will now see a new entry on the ‘Invoices’ page.
Your customer will receive the invoice via email, with a link taking them to a Projuno page displaying the invoice details, as well as a variety of payment methods, including Pay with Card (Stripe) or EFT, but also some partners of ours to assist with financing for your customers.