Skip to main content
Sign in

Creating an Invoice

  • Updated

Need to send an invoice to a customer? Follow the steps below to create and send an invoice.

  1. Navigate to Invoices
    • Go to your Pocketbook dashboard and click Invoices in the left-hand menu.
  2. Start a New Invoice
    • Click the green “Create an Invoice” button at the top.

  3. Fill Out Invoice Details

    • In the invoice form, follow these steps to complete your invoice:

    3.1. Select a Contact

    • Choose an existing contact from the drop-down menu.
    • You can also use the “Add contact” option at the bottom of the list to enter new contact information.

    3.2. Set Invoice Type

    • Decide when to send the invoice:
      • Send Now: Immediately send the invoice.
      • Schedule: Choose a future date.

    3.3. Add Terms or Due Date

    • Select from a variety of terms such as 'Net 15' or 'Due on Issue.'
    • Alternatively, specify when the invoice is due via the dropdown calendar

    3.5. Add Invoice Number (Optional)

    • If no invoice number is set, the system's internal counter will be used.

    3.6. Add reference number and reference link (Optional)

    • Use a reference number to associate invoices with your other internal systems
    • If a link is provided, the reference number will be clickable and directed to that URL throughout the platform.

    3.4. Add Line Items

    • List each item or service you’re billing for:
      • Item Name: Describe the item/service.
      • Quantity and Price: Enter the quantity and unit price.

    3.5. Add Shipping Fee and Tax (Optional)

    • Tax can be toggled between a dollar amount and a percentage

    3.6. Add Notes (Optional)

    • Include any specific notes or instructions for the customer.

    3.7. Choose Delivery Method

    • Select how you’d like to send the invoice:
      • Text
      • Email
      • Text and Email
      • Save as Draft
  4. Create Invoice
    • After clicking "Create," a pop-up will prompt you to verify that you want to send the invoice and confirm that it cannot be recalled.
    • Select ‘Change information’ to continue editing the invoice.
      • If ‘Save as Draft’ is selected, this pop-up will not appear.
  5. Send Confirmation
    • A green banner will appear at the top of the screen, confirming your invoice has been sent successfully.

Still need help? Contact our support team at support@stellainvoice.zendesk.com