Generate Invoices with Insyte

A quick and simple way to send custom designed invoices to your customers

Transcript

1. Click the “More” button

2. Click on “Generate and Send Invoice” from the list

3. On the screen you can choose to change the following by selecting the down arrow:
a. The “Email Template”,
b. The “Document Template”, – in this example we’ll use the “Retail Invoice”, or
c. The Product Settings”.

4. If you would like to send the Invoice other than via email, then click the “Send in Person” radio button,

5. Otherwise click on the “Finish” button to “Send as Email”.

6. A window will appear in the top right-hand side to show that the Invoice is being sent to the customer.

7. Clicking the “Refresh” button will now display the Invoice Number.

8. You have now sent the customer their Invoice.

9. You can also send Invoices to customers via the Tracking grid by either,
a. Clicking on the 3 dots on a single Job and then selecting “Generate and Send Invoice”, or
b. Selecting multiple jobs then clicking on the “Actions” button and clicking “Generate and Send Invoice”.

Quickly send Invoices to your Customers with a few easy steps? Try Insyte today for free and see how else Insyte can benefit your business.