Welcome to part 2 of the accounting tutorial series.
For this video we will show you how to use the CloseWise manual and automated invoicing features.
Let’s start by going to the Invoicing page in your accounting suite.
All orders that have not been marked as paid in your income list will remain invoice-able here.
To manually create an invoice, click the NEW INVOICE button at the top right of the page.
From the pop up on your screen select the client whom you wish to invoice.
From here you can select each item you wish to include in the invoice or select, all.
You’ll notice the email that populates in the send email to section. This is the email added as your client’s invoice email when adding the client.
You can hit the x button next to the email if you do not want the system to send out an email or you can add additional emails you would like the invoice to go to.
Once you click the create button, an email, branded from you, will be automatically sent to any email included in the send email section including the invoice.
You can see the invoice you just created in the list on your main invoicing page. From here you can see information on created invoices including a clickable list of jobs and if the entire invoice has been paid.
You also could download a copy for yourself.
Pro members have the option to automate this process and send past due invoices to clients automatically.
To do this go to your accounting automation settings at the top right of your screen.
From here you can set a default for how often you would like invoices to send for new clients added to your account.
You can customize this even further by setting invoice automations for each client.
Click Client Wise Automation Setting to see a drop down where you can turn off and on invoicing specific to each client. This is important as some clients may request invoices to only be sent on certain occasion while others want one after each order.
At the bottom of these setting when we scroll down, we can also select to send past due invoices every 45 days, 60 days, or both.
Being able to set this automation gives you more time to focus on other task outside of your business logistics.
Please feel free to re watch this video again. Once you’re ready you can move to the next accounting video. Part 3. Expenses
