How can I create a smart invoice?
Automate your finances
Uchechi Ukandu
Last Update hace 8 meses
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!.