Invoicing is one of the most important parts of running a business. After all, if you’ve gone to the trouble of providing a product or service to a customer, you need some way to get paid!
There are lots of ways to create an invoice. For example, you could spend hours making an invoice template on Word, or draft up something in Excel.
But many business owners love online invoices. An online invoice is often quicker to create, and offers plenty of options for customisation.
That’s why AccountsPortal offers an invoicing function as part of its online accounting software. See some of the main features below.
Professional invoices at your fingertips.
One of the best ways to stand out from the competition is to have a professional invoice. However, creating a great invoice on your own will take time – time that could be better suited to running your business.
AccountsPortal takes the stress out of drafting and generating invoices. Our easy-to-use system will help you create sleek, professional invoices in no time at all.
Encourage prompt payment for a happier bank balance
One of the best ways to stand out from the competition is to have a professional invoice. However, creating a great invoice on your own will take time – time that could be better suited to running your business.
AccountsPortal takes the stress out of drafting and generating invoices. Our easy-to-use system will help you create sleek, professional invoices in no time at all.
Keep on top of your cash flow
It can be hard keeping track of outstanding invoices, especially if you have to manage multiple invoices at the same time. It’s a crucial job, and overlooking an invoice could mean your business misses out on a payment or delays any efforts to collect amounts due.
Thankfully, online accounting software, like AccountsPortal, has your back. With features designed to ensure invoices are tracked from issue to settlement, never lose track of an invoice again.
Track the status of all your outstanding invoices on one dashboard - never let an unpaid invoice drop out of your sight again!
Keep your invoicing process running smoothly
If you want to save time (what business owner doesn’t!) then one reason to use online accounting software to invoice your clients is to take advantage of all the automation features on offer.
Whether you have clients you invoice on a regular basis, have standard templates that you’d like to copy and use for a new client, or want to record a new customer, AccountsPortal has invoicing features that can save you time.
Do you invoice the same customer on a monthly, quarterly or annual basis? Make automation your friend - create a recurring invoice and AccountsPortal will automatically generate and send the invoice for you on the right date.
Its easy to copy or clone an existing invoice, saving your time and improving accuracy.
Save yourself the hassle of having to re-enter key client details. If you already have a quote recorded in AccountsPortal for a customer, you can convert it into an invoice as soon as you’re ready.
Set up your own alphanumeric invoice numbering sequence
Add your own custom logo to your invoice templates
Use email templates to save time and standardise the email subject and body when sending invoices
View the full email history for each invoice
Set up a price list of commonly sold products and services to quickly build future invoices
Default the appropriate tax rates on the invoice by item, client or ledger account
Easily duplicate an existing invoice using the clone feature
Start the sales process with a quote and convert it into an invoice when you're ready
Creating online invoices through online accounting software means you can easily track, trace and account for all your incoming and outgoing payments in one place, all with the added knowledge that your data is kept secure.
See how AccountsPortal can help your small business first-hand.