Want to create an invoice for a client? This guide outlines the step-by-step process for creating and managing professional invoices and estimates within the Buzz Invoices system. This system allows you to centralise your billing process, track payment statuses, and ensure a seamless payment experience for your clients.
Step 1
Go to your Buzz Business Cloud Manager Dashboard
Figure 1.1. shows the Buzz Business Cloud Login Modal
Step 2
Log in and click on "Invoices," then "Dashboard" in the Business Cloud Manager Menu, located on the left side of the page.
Figure 1.2. shows the Buzz Business Cloud Manager Menu
Step 3
This is the Invoices Dashboard. To create an Invoice, click on the "New Invoice" button.
Figure 1.3. shows the Invoices Dashboard area
Step 4
Fill out all the fields and add any advanced settings if necessary. Click the "Send" button when you are satisfied.
Figure 1.4. shows the Create Invoice Page
Invoice Fields Explained:
After clicking the "New Invoice" button, you will be prompted to enter the core information for your Invoice, which includes:
Invoice Number: The number you are assigning to this invoice. You can leave this blank to have an autogenerated number assigned upon Invoice creation.
Invoice Date: The date the Invoice is created
Invoice Due Date: The date the Invoice payment is due
Reference (If Applicable): Any references that need to be added, such as PO#
Bill To: The customer to whom the Invoice is addressed by either
Selecting an existing customer from the search bar OR
Creating a new customer by clicking the '+' symbol and filling out the information required
Invoice Items: Add the Product or Service listings you are invoicing the customer for using this field. For more information about this feature, please read this article.
With the previous fields filled, you can click the "Send" button to create an Invoice and advance to Step 5.
If further configuration is desired, use the following additional advanced fields* and settings to continue creating your Invoice:
Enable Discounts: Toggle this feature on to allow Discounts to be applied to this Invoice.
Enable Shipping: Turn this feature on to allow Shipping to be applied to this Invoice.
Enable Taxes: Turn on this toggle to allow previously set Tax Rates to be applied to this Invoice.
Recurring: Set this feature on if this customer orders the same items over a set time period.
Interval: Choose the time period gap for this recurring Invoice from Monthly, Quarterly, or Annually.
Continuing: Choose the time period for which this recurring Invoice runs. This can be "until further notice" or for a set number of payments that you outline in the Payments field.
Notes: Add any necessary clarification details in this area.
*Disclaimer: Invoice feature availability varies depending on your chosen plan. Please visit our Buzz Business Cloud Pricing Page to see all features & compare plans.
Step 5:
Once you’ve finished filling out the requested fields, you can either: a) preview your Invoice, b) save it as a draft, or c) send it immediately. We recommend previewing your Invoice to ensure that all information is accurate before sending it to your customer.
Figure 1.5. shows the Create Invoice Page options
Once an Invoice has been sent, your main Invoice page will populate information when a customer makes a payment. You can keep track of the status of an Invoice in your Invoice Dashboard area.
If you require further assistance, please send us a message via live chat, and we will work together on activating your Buzz Business Cloud Account features. Click on this image located on the bottom right of your screen to chat with us.
Figure 1.6. shows our Help Chat Box