How can I create a smart invoice?

Automate your finances

Uchechi Ukandu

Last Update hace 8 meses

Introducing Bujeti’s Smart Invoice—a powerful tool designed to elevate your business operations and optimize your financial management.


With Bujeti, creating invoices is no longer a cumbersome task. Our Smart Invoice feature streamlines the entire process, allowing you to efficiently manage and track payments with ease. Say goodbye to manual errors and tedious follow-ups. In just a few clicks, you can generate precise, professional invoices and send them directly to your clients, ensuring that your billing process is both seamless and accurate.


One of the standout features of Smart Invoice is its automated payment reminders. This functionality keeps your clients consistently informed about their outstanding payments, reducing the likelihood of delays. By proactively managing payment timelines, you can significantly improve your cash flow, maintaining a healthy financial position for your business.


Moreover, Smart Invoice goes beyond traditional invoicing by supporting instalment payments. This feature offers your clients the flexibility to pay in manageable increments rather than a lump sum. By accommodating their cash flow needs, you enhance client satisfaction and build stronger, more trusting relationships. This flexibility not only makes your services more accessible but also positions your business as a client-centric partner, fostering long-term loyalty and repeat business.


With Bujeti’s Smart Invoice, you’re not just sending invoices—you’re streamlining your operations, improving financial predictability, and enhancing your client relationships. It’s a feature that no forward-thinking business should be without.


Step 1: Once logged in to your Bujeti Dashboard, Navigate to the side bar and click on Receivables


Step 2: Click on Invoices then click on Create button at the top right side of your screen.


Step 3: There, you’ll see different options to choose from. Select the New Invoice Option.


Step 4: Proceed to fill the details required. While filling the details you can decide to pick from an existing list of customers or Add a new customer.


Note: Invoicing on Bujeti allows you to offer your clients the option to pay in instalments.

  • You also have the flexibility to set up recurring invoices.
  • Additionally, you can include discounts and VAT

Step 5: If you still have more details to add to your invoice, you have the option to save your invoice as Draft


Step 6: Once you’re done, click on Preview Invoice. This gives you an overview of what your client would be receiving

Step 7: Click on Save and Send


Your invoice will be automatically sent to your client’s email, and they will also receive reminders and notifications for any overdue invoices.


Start creating invoices on Bujeti today!.

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