Documents and Collections
Create estimates, quotations and invoices for your customers and share them with them in a click. Your customers can log in to the customer portal to view the document and payment links and complete the payment. Want to know how you can do it? Check out the steps.
In this guide we’ll see how to:
Step 1: Creating Invoices, Quotations or Estimates
- Click on the documents icon on the left navigation bar and select the document option you want to create.
- You will be taken to the document list page. If you haven’t created any documents there will be no documents in the list. To create a new document, click on the plus icon. You will be directed to the document template page.
How to fill the template
*You can customize the document template from the document settings where you can choose the template format and set the color palette based on your brand theme. Also, upload your logo and signature in the document settings to be automatically generated in the template.*
- Start with editing the document name. Next. enter your company details. If you have already added your company details and address, the information will be automatically updated in the document.
- Next enter the invoice details. The invoice number will be generated automatically based on how you have set the document numbering in the document settings.
- Choose the contact/organization for whom you are creating the document. Choose the sale from the drop-down field. Fill in the address field. (The customer details will be auto-populated if you have entered the details while you added the contact).
- Next, in the item details section you will see that the products added to the chosen sale are listed. If you haven’t added products for the sale you can manually enter the product details. Use the search icon to search for the products you have added.
- Enter the account information. Upload your signature (if you haven’t done already from the document settings).
- Finally edit the footer if needed. Next, click ‘Save Document’.
Or,
In the customer details page, or sales details page click on the ‘Add‘ button next to the document you want to create. You will be directed to the document template page.
Step 2: Sharing documents
- Select the document you wish to share from the document list page.
- Click on the three dots icon and click on ‘Share’.
- To send the payment link, click on the ‘Send Payment Link’ button on the document details page.
Your customer can log in to the customer portal to view the document and the payment link.
Step 3: Recording Collections
- Click on the documents icon on the left navigation bar and click ‘Collections’.
- Click on the plus icon. In the ‘Add Collection’ pop up, tag the customer/organization to whom you want to record the collection. Enter the payment details such as the paid amount, payment date and payment mode in the respective fields.
You will see that the collection gets updated in the respective contact and sales details page.
Or,
- To record collection against a customer, go to the customer details page and click on the ‘Add‘ button in the ‘Contact Payment’ tab. The ‘Add collection’ pop-up will appear.
Similarly, you can record collections for a sale by going to the respective sales details page and clicking on the Revenue and Expense tab.