Invoices

Creating an invoice for a subscription using our accounting software allows you to automate your billing processes and streamline your revenue management. By setting up a billing schedule and specifying your subscription’s payment method and terms, you can ensure that you receive regular payments from your customers and maintain accurate financial records.

Use Case

Instead of manually invoicing your customers each month, you can use our accounting software to create an invoice for the subscription that includes all the relevant details, such as the subscription type, pricing plan, and billing schedule. You can also include any applicable taxes, discounts, and additional charges in the invoice and provide customers with a payment link or button to make payments quickly and easily.

Instructions

1. Create a new invoice and enter the details of the subscription, such as the subscription type, start and end dates, and the pricing plan.
2. Set up the billing schedule for the subscription, such as weekly, monthly, or yearly.
3. Include any applicable taxes or discounts in the invoice, as well as any additional charges that may be associated with the subscription.
4. Specify the payment method for the subscription, such as credit/debit card payments or ACH transfers.
5. Include a payment link or button in the invoice to allow customers to make payments quickly and easily.
6. Specify any terms and conditions related to the subscription, such as cancellation policies or renewal periods.
7. Once the invoice has been created and sent to the customer, the accounting software will automatically record the transaction and update your financial records.