How to Create an Invoice

How to Create an Invoice

Creating an invoice in EZTrack360 is straightforward and allows you to manage billing for your customers efficiently. This guide provides step-by-step instructions on how to create a new invoice.

Steps to Create an Invoice

1. In the left sidebar, click SALES and then select Invoices.

2. On the Invoices page, click the + New Invoice button, located at the top right corner of the screen.

3. Fill out the invoice details in the provided fields:

   • Invoice Number: Enter a unique identifier for the invoice. This is required.
   • Customer: Select a customer from the dropdown list. If no customers appear, add a customer by clicking PEOPLE in the left sidebar and selecting Customers.
   • Status: Choose the status of the invoice (e.g., Draft, Unpaid, Paid, etc.) from the dropdown menu.
   • Due Date: (Optional) Set the payment due date for the invoice.
   • Notes: (Optional) Add any private notes about this invoice.
   • Tax Percent: (Optional) Specify the applicable tax percentage for the invoice.

4. In the Line Items section, add the products or services being billed:

   • Click Add Line Item to create a new entry.
   • Enter the description, quantity, and price for each item.
   • To use predefined products or services, select one from the Service/Product dropdown. The description, price, and taxability will autofill.
   • Select the checkbox for Taxable if the item is subject to tax.

5. To update any line item, use the input fields to edit the description, quantity, price, or tax status. To remove an item, click the trash bin icon next to it.

6. Review the calculated totals:

   • Subtotal: Sum of all line items before tax.
   • Tax: Based on the taxable line items and the specified tax percentage.
   • Total: Subtotal plus tax.

7. Click the Save button at the bottom of the page to save your new invoice. A success message will appear, confirming the invoice has been created.

Tips

• If you need to draft invoices for multiple customers, repeat the steps above for each customer individually.
• You can review and manage all created invoices by returning to the Invoices page under SALES. Use the search and filter options at the top of the page to find specific invoices.
• To automatically sync invoices with QuickBooks, ensure your QuickBooks Online integration is set up in Settings by clicking the settings gear icon ⚙️ in the top right and selecting QuickBooks Online.

Next Steps

Once an invoice is created, you can:

• Send the invoice: Email the invoice directly to the customer by selecting the invoice and clicking the Email button on the Invoices page.
• Download the invoice: Export the invoice as a PDF for offline sharing or record-keeping.
• Edit the invoice: Adjust any details by clicking on the invoice in the list and making updates.

For additional help, refer to related documentation or reach out to support using the Support Tickets section in the left sidebar.