Invoicing software has become a necessary and irreplaceable tool for everyone who does their own accounting. Freelancers and small businesses, in particular, require the finest of the best to guarantee that their invoices are correct and secure
There are several approaches to invoicing, but most of them necessitate the use of a third-party application that may assist take some of the tedium out of your bookkeeping. It's critical to select a solution that can manage all parts of your accounting demands, such as payments, receipts, and taxes.
DizLog is the appropriate tool for you if you're just starting out with your own business because we provide everything from payroll services to bill payment services.
How To Create Invoice
From the left pane of the dashboard click "Invoices" dropdown and click "Accounting"
Click "+New Invoice"
Fill out the following details:
Currency - this is default based on your selected currency in your business profile.
Location - select from the branches or address you have added on your business settings.
Select Customer - you can either select existing customer from your customer lists or add a new customer.
Select Item or Service - Invoicing is connected to your inventory, select from the items/services you have added to your catalog.
Message to Customer - you may add additional note or reminder to your customer. You can also attach a T&C or a Reference number
New: You may now have a default message to the customer, simply by clicking " Default Note ".
You have now updated the Invoice Default note for Customer.
Template Customization
Memo to Self - if you have any note for yourself regarding the invoicing you may add it here to give you as a reminder.
⚠️ Don't Forget
Invoice Date - update the invoice date if it will sent on a different date.
Due - select from the given options on when do you want the invoice to be due on.
Discount, Shipping and other cost - you may add additional amount on your invoices for any promos, delivery cost or service charges as needed.
5. Click Save.
💡 Pro Tips:
You may view the created invoices under the same path Invoicing > Invoices
To delete, edit or share your invoices you may click on the selected invoice number and click on the these icons based on your desired action.
