Billing:-How to create an Invoice on Invoicera-(New Design)
Chances are, you’ll be wanting to send invoices to your clients as soon as you create your account. Before we get started however, let’s review the two types of invoices that you can send in Invoicera :
One-time invoices
Recurring invoices
A one-time invoice is exactly what it sounds like – an invoice that you create and send to your client once. Did you do work for a client and now it’s time to send them a bill? That’s a one-time invoice.
A recurring invoice is handy when you’re looking to bill your client more than once and in regular intervals. A common use for a recurring invoice is for services that are subscription-based (such as a monthly fee service) or when you have an invoice that you want your client to pay in installments.
Please follow the below steps if you wish to create a One-time Invoice for your Client:
Step 1 : Login to your Invoicera Account
Step 2 : Go to Billing >> Invoice
Step 3 : Click on create invoice button
Step 4 : Enter all the details in your Invoice regarding the Client, Product, Price, payment method. The One-Time invoice form is shown in the image below :
Step 5: You can also use the settings while creating invoice (Customize invoice style, charge late fees, invoice attachment, Miscellaneous Settings.
Customize invoice style
Charge Late Fees
Miscellaneous settings
Your one-time Multicurrency invoice will be sent to your client and visible in Listing
If you want to send recurring invoices to your Clients at chosen intervals of time automatically, please follow the below steps:
Enter the URL app.invoicera.com.
Login with valid credentials and will take you to the dashboard screen.
Click on Recurring Link under billing section.
Navigate to the Recurring section in your dashboard and click on the "Create Recurring" button.
Enter the Inputs in All Fields:
Add Customer: Select the client from your list of customers or create a new customer if required. Product and Services Line Items: Add the relevant items and details like quantity, rate, and taxes.
Enable Auto Billing: Ensure that auto-billing is enabled for automatic payment collection (if applicable).
Click on the Save as Draft or Send By mail Button.
After filling in all the required fields, click Save to confirm the recurring profile creation. Recurring Profile Created: A recurring profile with Recurring ID (e.g., REC-27) is generated against the client. Access the Billing Section:
Go to the "Invoice" section under Billing. View Recurring Invoice in the Listing:
A recurring invoice with Invoice ID (e.g., INV-504) will be visible in the invoice listing. The invoice will be marked with a recurring event icon to differentiate it from regular invoices.
One-time invoices
Recurring invoices
A one-time invoice is exactly what it sounds like – an invoice that you create and send to your client once. Did you do work for a client and now it’s time to send them a bill? That’s a one-time invoice.
A recurring invoice is handy when you’re looking to bill your client more than once and in regular intervals. A common use for a recurring invoice is for services that are subscription-based (such as a monthly fee service) or when you have an invoice that you want your client to pay in installments.
Sending One-time Invoice :
Please follow the below steps if you wish to create a One-time Invoice for your Client:
Step 1 : Login to your Invoicera Account
Step 2 : Go to Billing >> Invoice
Step 3 : Click on create invoice button
Step 4 : Enter all the details in your Invoice regarding the Client, Product, Price, payment method. The One-Time invoice form is shown in the image below :
Step 5: You can also use the settings while creating invoice (Customize invoice style, charge late fees, invoice attachment, Miscellaneous Settings.
Customize invoice style
Charge Late Fees
Miscellaneous settings
Your one-time Multicurrency invoice will be sent to your client and visible in Listing
Sending Recurring-Invoices :
If you want to send recurring invoices to your Clients at chosen intervals of time automatically, please follow the below steps:
Steps To Follow: -
Enter the URL app.invoicera.com.
Login with valid credentials and will take you to the dashboard screen.
Click on Recurring Link under billing section.
Navigate to the Recurring section in your dashboard and click on the "Create Recurring" button.
Enter the Inputs in All Fields:
Add Customer: Select the client from your list of customers or create a new customer if required. Product and Services Line Items: Add the relevant items and details like quantity, rate, and taxes.
Enable Auto Billing: Ensure that auto-billing is enabled for automatic payment collection (if applicable).
Click on the Save as Draft or Send By mail Button.
After filling in all the required fields, click Save to confirm the recurring profile creation. Recurring Profile Created: A recurring profile with Recurring ID (e.g., REC-27) is generated against the client. Access the Billing Section:
Go to the "Invoice" section under Billing. View Recurring Invoice in the Listing:
A recurring invoice with Invoice ID (e.g., INV-504) will be visible in the invoice listing. The invoice will be marked with a recurring event icon to differentiate it from regular invoices.
Updated on: 29/04/2025
Thank you!