What is Invoicing?
Invoicing is the process of creating and sending a formal request for payment from a business to a customer. It typically includes details such as products or services delivered, pricing, due-date, and payment instructions.
Here are some of the things you can achieve with the invoicing feature on BrandDrive:
You can request payments professionally
You can track payments efficiently
You can set due dates to encourage timely payments.
You can automatically update your records and accounting reports when invoices are created or paid.
Why is Invoicing Important for Your Business?
Builds credibility and professionalism.
Helps maintain a healthy cash flow.
Simplifies financial recordkeeping and tax reporting.
Enables faster dispute resolution through clear documentation.
Step-by-Step: How to Send an Invoice on BrandDrive
Step 1: Log in to Your BrandDrive Dashboard
To create an invoice, you have to first of all access the profile for the business you want to manage.
After logging into your account, select the business you'll like to manage
Step 2: Navigate to the Bookkeeping tab
On your dashboard, navigate to the 'Bookkeeping' tab where you can see all the features available on BrandDrive to manage your business seamlessly. Click on 'Invoicing'.
Step 3: Create a new Invoice
On the 'Invoicing' page, you can see all of your previous invoices, the open invoices and the overdue invoices, and also the status of all invoices you've created.
To create a new invoice, click on the 'Create new' button and select 'Create new invoice'.
Here you can select what type of invoice you want to create
Step 4: Provide the details for the invoice.
On the 'Create Invoice' window, you can now provide the necessary invoice details. What you're doing at this step is that you're initiating a new bill to a customer.
Provide all the necessary details like: Invoice title, customer details, business branch, etc.
You can also provide all the relevant payment details, like the price, and if you're adding any discounts for your customer.
Select the Customer
Select the invoice due date
Select the business branch where the invoice was generated for
Add products and/or services
When you're done providing all the necessary details, you can click on 'save' where you will see a range of options depending on what you want to do.
Step 4: Provide the details for the invoice.
You can now enter the details of the recipient, the email subject and the content.
Step 5: Final step
The final step is to send the invoice to your customer. After filling the necessay details, the final step is to send the invoice to the customer. A copy of the invoice also gets saved on your business record.
Here's a list of all invoices you've created and either saved or sent:
You can also view a particular invoice, edit, and also record payment for the same invoice.
Here's the details of the invoice we just created. You have the option to edit the invoice, and also record payments.
Edit invoice
Record payment
View receipt
By using BrandDrive’s invoicing feature, you not only streamline how you request payments, but you also reinforce trust with your customers through clear, professional, and timely billing. Consistent invoicing supports your business growth by keeping your income organized and accessible. Start sending your invoices today and take control of your cash flow with confidence.