Invoicing Guide
Creating professional invoices is essential for maintaining good business relationships and ensuring timely payments. Follow our comprehensive guide to create effective invoices with sastacreamb.in
Step 1: Enter Business Details
What You Need to Provide
Upload company logo
Enter business name
Add business address, phone number & email
Ensure branding looks professional
Step 2: Add Customer Information
Client Billing Details
Customer full name
Company name (optional)
Contact email & billing address
Verify information to avoid payment delays
Step 3: Provide Invoice Details
Basic Invoice Information
Invoice number
Issue date & due date
Select payment terms (NET5/10/15/20 etc.)
Choose invoice currency
Add tax or discount rules if needed
Step 4: Add Products or Services
Item & Cost Breakdown
Enter product/service name
Quantity & rate per unit
Include tax/discount if applicable
Total is automatically calculated
Step 5: Review the Invoice
Final Verification
Recheck customer details
Confirm item quantity, price & tax
Review total payable amount
Edit if corrections are needed
Step 6: Download or Send Invoice
Share with Client
Generate the final invoice
Download as PDF or get a shareable link
Email/WhatsApp directly to customer
Await payment as per agreed terms