Articles on: INVOICES

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 :


  1. One-time invoices


  1. 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 :


How to Create an Invoice


  1. Log in to the application using your valid credentials.



  1. From the left-side navigation panel, go to Sales & Billing and click on Invoices.



  1. Click the Create Invoice button.



  1. Enter the required details in the following fields:


  • Customer
  • Products & Services
  • Sale Price
  • Quantity
  • Purchase Price
  • Margin
  • Tax
  • Terms & Conditions
  • Invoice Notes
  • Attachments



  1. Under the Settings section, click Accept Online Payments. You will be redirected to the Payment Gateway screen, where you can configure your preferred payment gateway.



  1. Customize the invoice appearance by selecting your preferred template, theme color, and font.



  1. If required, enable the Recurring Invoice option to automatically generate invoices at predefined intervals.



  1. Configure Late Fee settings by choosing either a Percentage or a Flat Rate, based on your business requirements.



  1. Enable the Invoice Attachments option if you want to include a PDF copy of the invoice in the email sent to the customer.



  1. Click Miscellaneous Settings to configure additional invoice options. You can enable or disable the following settings as needed:



  • Allow Partial Payments
  • Apply Discount on Each Item
  • Schedule Invoice
  • Assign to Staff
  • Add PO Number
  • This Transaction is Applicable for Reverse Charge
  • This Transaction is Applicable for File to NIL



Once you have configured the required options, click Done



  1. After completing all the invoice details and settings:
    • Click Save as Draft to save the invoice for future use, or



  • Click Send by Email to email the invoice to the selected customer.



  1. Once the invoice has been sent successfully, a confirmation message will appear on the screen indicating that the invoice has been sent successfully.




How to Create a Recurring Invoice


  1. Log in to the application using your valid credentials.



  1. From the left-side navigation panel, go to Sales & Billing and click on Recurring.



  1. Click the Create Recurring Invoice button.



  1. Enter the required details in the following fields:


  • Customer
  • Products & Services
  • Sale Price
  • Quantity
  • Purchase Price
  • Margin
  • Tax
  • Terms & Conditions
  • Invoice Notes
  • Attachments



  1. Configure the Auto Billing settings. You can choose one of the following options:


  • Let me fill client credit card details



  • Let client fill their own credit card details



Select Let client fill their own credit card details, and then choose the preferred Payment Gateway.



  1. Under the Settings section, click Accept Online Payments. You will be redirected to the Payment Gateway screen, where you can configure your payment gateway settings.



  1. Customize the invoice appearance by selecting your preferred template, theme color, and font.



  1. Configure the recurring invoice schedule by specifying the required recurrence settings, such as the billing frequency and schedule.



  1. If required, configure Late Fee settings by selecting either a Percentage or a Flat Rate.



  1. Click Miscellaneous Settings and enable the Apply Discount on Each Item option if required. Once you have finished configuring the settings, click Done.



  1. After completing all the invoice details and settings:


  • Click Save as Draft to save the recurring invoice, or



  • Click Send by Email to send it to the selected customer.



  1. Once the recurring invoice has been sent successfully, a confirmation message will appear on the screen.


Updated on: 01/07/2026

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