How To Create A Professional Invoice Online

create professional invoice

Invoicing is an integral part of the business as it assists the accounting department to keep track of the incomes and expenses of the concern. The advantage of creating a ZapInvoice is that it helps you raise a professional invoice with a click of a button.

Benefits of Online invoicing with ZapInvoice:

  1. Less paperwork
  2. Send invoices immediately
  3. Track your invoices
  4. Easy payment options for the customer
  5. Speed up payments and many more benefits
  6. Automatic balancing of accounts receivables
  7. Customize your template with your company logo
  8. Multiple gateway options
  9. Bill in the currency of the client or customer
  10. Download your invoices in formats of Excel, CSV, and PDF

How to create an invoice with ZapInvoice:

Step 1: Creating and setting up the account with ZapInvoice

Creating an invoice in ZapInvoice is a very simple process. If you already have a ZapInvoiice account, just follow the steps below or click here to sign-up for a 6-month free trial

.Creating an invoice with Zaperp

Once you create an account in ZapInvoice, you will be prompted to enter the following details:

  1. Company Name
  2. Address line
  3. City, district, state and country and other details which the user has the option to set up later.

Step 2: Creating an invoice:

Choose the “SALES and INVOICE” option from the Dashboard on the left of your screen.

Creating an invoice with ZaperpStep 3:

Then you will get a drop-down menu listing the following choices:

Click on the “CREATE INVOICE” option to create your first invoice in ZapInvoice.

Creating an invoice with Zaperp

Click on the “CREATE INVOICE” option to create your first invoice in ZapInvoice.

Create invoice with ZapERP

After the option “CREATE INVOICE” is selected, an invoice template appears where you need to enter the details of the customer, the billing amount, the date, the due date for payment and other requisite details.

Create invoice with ZapERP

Enter the details of the customer, the date, the due date, the amount due, payment, taxes and other information.

Step 4:

Once you have filled all the fields, click on the “SAVE&POST” option to save your invoice.

Create invoice with ZapERP

Step 5:

You can also view, edit or delete your invoice by clicking on the “INVOICES” option.

Create invoice with ZapERP

On clicking this option, you will get the following screen with a list of invoices you have created till date.

Create invoice with ZapERP

A small tip:  When specifying the terms of the invoice in the “TERM” dialog box, you can also add a personalized message like:

  1. Thank you for your business
  2. Season greetings
  3. Happy holidays and many more

This note will help you to add a personal touch to the invoice and make the customer realize that you appreciate their business.

Start your invoicing today with ZapInvoice for the quick and efficient functioning of your business.

Sign-up to ZapERP and take full advantage of the most essential tools any good business needs! Click here to signup and click here to go to main website.

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