Creating an invoice is an essential part of any business. It not only helps you keep track of your finances, but it is also a great way to ensure prompt payment from your customers. With EasyEviction, you can create an invoice in a few simple steps. EasyEviction makes it easy to manage your invoicing process.
With its intuitive and user-friendly interface, you can quickly create and manage your invoices, allowing you to stay on top of your finances and make sure your customers are paying on time!
Follow the steps below to create an Invoice.
Step 1: Go to your EasyEviction Dashboard.
To start creating an Invoice, you can click the "Create a New..." button beside the notification bell, then choose Invoice, or click the "Create Invoice" widget.
Step 2: Type the Client's Name or select the client's name on the list that you have previously added to your EasyEviction account.
Step 3: Fill out the Client's Information.
The information you enter here will show up in the address and contact information section of the final invoice.
Step 4: Fill out the Invoice Details.
This is where you enter any credits, terms, due dates, and notes. Any credits you enter will be subtracted from the final invoice amount.
Step 5: Select Billable Items.
This is the list of billable items you wish to include in your invoice. The list is pre-populated with all billable items found in your evictions. You can add ad-hoc billable items using the Add Billable Item found to the right above. You must select at least one billable item to continue.
Step 6: LawPay Invoice
To create a LawPay invoice and provide your client with online payment options, you just need to select a target bank account and specify the client's email address.
Step 7: Click the Save button.
Once you enter all of the details and select at least one billable item, press the Save button to continue. Clicking this button will save the invoice as a draft, generate a PDF, and give you the option to send it to the client.
Step 8: Send Invoice.
The invoice is currently saved as a draft and is not visible in your client's portal. Click the "Send Invoice" button to finalize and send the invoice to the client.
Step 9: Send Invoice to Client and "Send a copy to Me" Option.
This is a preview of the Invoice message that will be sent to the client. You may edit the Subject line and the body of the message. Click the "SEND" button when done.
Once the Invoice has been sent via Email, its details will reflect on the Email History.
When the client has paid, click the "Record Payment" button, fill out the details on the Record Payment Form then click Save.
Step 10: Record Payment
Payment recording can be performed individually or in bulk.
Select the Invoice/s then click the Record Payment button.
The Payment Type options include Bank Transfer, Cash, Check, or Credit Card, available for both individual and bulk transactions.
The recorded payment details will reflect on the Payment History.
You may also choose to Remind the Client to pay by clicking the "Send Reminder" button. A preview of an Invoice Email will appear and you may choose to edit its content. Click the "Send" button to remind the client.
