A good invoicing process is the backbone of a healthy business. This guide walks you through every stage, from the first quote to the final reconciled payment.
Step 1: Send a quote
Quotes set expectations. Once accepted, convert the quote into an invoice with one click so nothing is retyped.
Tip
Review aging reports weekly. Overdue invoices are far easier to collect when they are only a few days late.
Step 2: Invoice and deliver
Create an invoice from your template, review it and email it to your client with a PDF attached.
- Pick or customize an invoice template.
- Add items, taxes and discounts.
- Send by email and track when it is viewed.
Step 3: Record payments
Log each payment against its invoice so balances stay accurate, including partial payments.
Step 4: Review your reports
Check sales, outstanding balances and expenses regularly to spot trends and slow payers early.
"Having quotes, invoices and payments in one system means we always know exactly where we stand." - Shop owner
Create your free InvoiceSmarty account and follow along with your own data.
Elena Rodriguez
Writer at InvoiceSmarty. Passionate about invoicing, cash flow, and helping businesses get paid faster with less admin.
