An invoice is a necessary document for any business. An invoice indicates the amount and cost of products or services, and how much money is owed.The requirements of the invoice can be varied depending on the country the invoice is being issued.
An invoice will usually include the following points of information to be considered as legal invoice:
All the above mentioned features are available in the CloudOnex business suite invoice preview. With CloudOnex Business suite invoicing, you can create an invoice in just a few seconds. Let's have a look at how we can do that and how it complies with the requirement of a legal invoice.
Certain countries have some more additional requirements such as India, Canada. We have an Indian GST feature too. We will talk about that later in this article.
You can very conveniently send an email notification of the following to your customer right from the invoicing panel.
Just like email, you can also send a SMS notification of the following from the same panel.
Payments can be added from invoice panel, too; This is useful in cases when a cash payment is made. After adding the payment, if the fee is less than the actual sum that has to be paid, then the invoice will be marked as partially paid. The amount then can be made via online payment gateways or any other medium.
Files can also be attached to the invoice from the panel. This feature is very useful when you would like attach certain necessary files with the invoice those are related to the very sale or purchase.For example, product portfolio or user guide.
This feature is mostly used by our customers from all over the world. We are often praised by the small businesses around the world that how CloudOnex business suite online payment gateways help them take payments easily.
Following payment gateways are available built-in with the system
The following payment gateway plugins are available which can be bought from our store
We also make custom payment gateway. If you would like to add your local payment gateway apart from the above mentioned. contact us on the chat or email us at [email protected]
Indian GST invoice is also available with CloudOnex Business suite. Indian GST invoice requires additional fields such as GSTIN, place of supply, CGST, HGST, IGST.
Take a look at the invoice form
CloduOnex Business suite invoicing can also be configured for Quebec, Canada.
Business suite also allows you to create Recurring invoice. Recurring invoice generates automatically with the same data with new date and invoice status. CRON jobs have to be used for automation.
To create a recurring invoice, Navigate to Sales → New Recurring Invoice
All other fields are same as Creating one time invoice, and you will find a new field Repeat Every, where you will select when the next invoice will be generated, you will be able to choose from the list- Daily, Weekly, 2 Weeks, 3 Weeks, 4 Weeks, 1 Month, 2 months, 3 months, 6 months, 1 Year, 2 Years, 3 Years
Your customer would be able to sign on the Invoice.
check here- https://www.youtube.com/watch?v=KpCOsQEnHuk
1. Can I attach files with the invoice?
2. Can I send an email notification when the invoice is created?
3. Can I create a recurring invoice?
4. Can I send a SMS notification when the invoice is created?
5. Can my customer pay online via online payment gateways?
6. Will the invoice mark as paid when the invoice is paid?
Ans: Yes, it will automatically be marked as paid.