While Google Docs, Sheets, and Microsoft Word have made it relatively easy to make your invoices, none are quite as efficient as Invoicer.ai. Other tools require doing the math yourself or tedious cell formatting, and none of them let you track the status of your invoices or send you updates. Luckily, Invoicer.ai can do all of that and more!
Here are five easy steps to make invoices for your clients with Invoicer.ai on any Android mobile device, ways to personalize your invoices, and more about how Invoicer.ai helps save you time.
How to Make and Send an Invoice
Step 1: Open Invoicer.ai in your browser.
Step 2: Tap “New Invoice”.
Step 3: Choose your currency
Choose from over 135 currencies, including USD, CAD, and EUR.
Step 4: Fill out the relevant information
Note: Any discounts, notes, or terms and conditions can all be saved as default for future invoices.
Step 5: Download as PDF or Send
Once you have your invoice all set, it’s a good idea to review it one last time to make sure all the information is correct. You can do this easily by pressing “View” to get an overview of your invoice. For example:
If you’re not happy with it, you can press “Edit” to go back.
Once you’re happy with it, decide whether you want to download the invoice as a PDF, or send it directly to the client via their email.
Hitting “Send Now” will bring up a final screen to have you review the client’s name and email address you’ll be sending the invoice to. If the name and email are correct, hit “send”.
And that’s it! Your invoice is safely on its way to the client, and whether you’ve sent the downloaded PDF yourself or sent it through Invoicer.ai, the site will track the invoice and let you document its status in real time.
For even more efficiency and professionalism, you can set reminders to clients about overdue payments, or personalize your invoice with your logo and an accent color.
Step 1: Tap the “drag your logo here or select a file (optional)” image
Step 2: Allow your browser to access photos and videos on the device
Step 3: Select your logo
When it comes to personalization, it’s best to have your invoice color match your logo, if you have one. You can select from pre-sets, or use your own hue, saturation, and value.
Step 1: Tap “Change Color”
Step 2: Choose from a preset, or tap “More”.
Step 3: Use the sliders, then tap “Set”.
Once you’re happy with the color, you can also choose to have this saved as the default color for all your future invoices.
Tip: Avoid using red or yellow anywhere in the invoice, since red has a negative connotation with money, and yellow is hard to read against a standard white background. Blues and greens have connotations with business and wealth, so we’d suggest choosing one of these.
Here’s what our personalized invoice with Invoicer.ai looks like.
Invoicer.ai integrates with Stripe to easily accept payments by credit card, debit card, Apple Pay, and Google Pay from your clients, all in over 135 currencies.
Invoicer.ai keeps track of all of your invoices, and notifies you when an invoice has been delivered, viewed, and paid.
Always refer to any previous agreements with your client when it comes to how soon after submission an invoice will be paid.
The standard is 30 days from the date the invoice is submitted. However, there are some things to watch out for, such as weekends or bank holidays. These may necessitate the due date be extended by a day or two.
Always make sure this is up-to-date before you send it! If you work on an invoice over several days, make sure your “submitted on” date accurately reflects the date you send it to your client.
Now that you’ve got your first invoice created on Invoicer, it’ll be even faster to make subsequent ones, since it automatically saves client info, and you can choose to save any personalization options as default settings in the future. So go ahead and sit back, relax, and rest assured that all your invoices are in order.
