Small and large businesses depend on their efficiency and automation of daily business activities. Invoicing is one of the most common activities that you can find in almost every business.
Therefore, you need to find a way to automate your business invoices.
Today, we will learn the easiest way to generate and send invoices to your clients, business partners, and customers. All you need to do is use a simple platform to manage your invoicing.
Here’s the platform we are talking about.
WeInvoice
WeInvoice is an advanced invoicing solution designed for freelancers and small businesses.
It provides the easiest way to generate an invoice using customizable templates. You can find different type of invoicing options that let you get payments without facing any issues.
The platform is filled with a lot of useful tools and features. Also, it offers you to create and save a template for each client separately. It helps you send personalized invoices without going over the complete process over and over.
WeInvoice is pretty simple to use and anyone can use its features conveniently. Get more about invoice on its website.
How to Send an Invoice With WeInvoice?
Are you ready to update your invoicing solution? Here’s how you can do it.
Step1- Registration Process
WeInvoice offers online storage and invoicing sharing right from its platform. Therefore, it is recommended to create an account before sending an invoice. It also helps in the invoice automation process.
To create an account, click on the Try It Free button on its homepage. Enter your name and email address to complete the registration process. You can also verify the email address through the link received in your inbox.
Step2- Choose a Template
Now you can select any template from the gallery or create a new one using its advanced tools. You can also save the customized templates for future use. Thus, make sure to use your online storage to keep all the used templates there.
Step3- Create Invoice
Now you can create the invoice by entering all the information. You can start by using the first section to mention your business details such as name, logo, and tagline. After that, you can mention the date, and customer’s information to separate it from others.
The next section lets you enter the items, rate, quantity, and similar details. The best part is that you can check the real-time estimates of the final bill. That way, it is easier to track any miscalculations or if you miss any item from the invoice.
Step4- Share With Your Customers
Now you can share the file directly at an email address or download it to send a hard copy of the invoice. Either way, you can share the invoice with the other party without facing any issues.
Tip: You will find the option to add future invoices to the same customer. Use it to automate your invoicing solutions with this application.
Why Choose WeInvoice?
WeInvoice is one of the few solutions that offer advanced Invoicing solutions with fully customizable templates. However, there’s much more on this platform that makes it the best platform to create invoices.
Here are some of the reasons why we love this platform.
It Improves Brand Visibility
A lot of people avoid the opportunity of improving brand visibility while generating invoices. However, WeInvoice has several templates that provide you with a separate section to add your business name, logo, and other details.
Lets you Add Payment Terms
There is an exclusive section to add payment terms to your invoice. It eliminates all the confusion between you and your customers. You can also use it to share direct payment link with your customers as well.
It is Reliable and Saves Time
Managing your Invoicing with this solution saves 65% of your time that you would have spent on generating invoices. Thus, it is a reliable solution to automate your business invoicing.
Real-time Tracking
Track all your invoices to find out how many invoices are already paid. Also, there is an option to categorize your invoices based on different customers, business relations, and other factors.
Final Words
Generating the invoices needs not be a time-consuming task. Solutions like WeInvoice provide a reliable platform to generate and automate business invoices. It has personalized solutions for small businesses, freelancers, and individuals.
You can save a lot of time by using this technique. Also, it helps in the branding of your business using your invoices.