What is an invoice?
An invoice is a document that lists the products or services you’ve provided and the amount your customer needs to pay. It helps you keep track of payments, manage your cash flow, and stay on top of your business finances.
With Invoicing 2.0, sending and managing invoices is smoother than ever. You can create, send, and track invoices effortlessly—while giving your customers multiple ways to pay, including Card, PayID, or manual payments (cash or transfer).
Card & PayID payments are automatically tracked and settled.
Cash & transfer payments need manual confirmation before marking invoices as paid.
Why You’ll Love Invoicing 2.0
Professional & Reliable – Send sleek, branded invoices that make your business look great and track payments automatically.
Multiple Payment Options – Get paid your way: Card, PayID, cash, or bank transfer.
Automatic Reconciliation – No stress! Card & PayID payments are settled automatically, while cash & transfers require manual confirmation.
Stay on Top of Invoices – Track every invoice in real time. Know when it’s sent, overdue, or paid so you never miss a payment.
Send Payment Reminders – Cut down on late payments by sending reminders for pending and overdue invoices.
Seamless Inventory Integration – Select products and services directly from your inventory to speed up invoicing.
Create an Invoice
Go to Invoices from the dashboard or collections page, then tap ‘Add New’ to create an invoice.
Enter your customer’s details, select the products/services, and customize as needed.
Step 1: Add a Invoice Details
1. Go to the New Invoice screen.
2. Enter the Invoice Number (e.g., INV010).
3. Input the Service Name (e.g., Laundry Services).
4. Select the Date Created.
5. Choose the Payment Due Date.
6. Select the customer by clicking on the customer’s name or choosing from the list.
Step 2: Add a New Customer
1. Navigate to the Add New Customer screen.
2. Enter the Customer’s Name in the provided field.
3. Fill in the Primary Contact details:
• First Name (Optional)
• Last Name (Optional)
• Email Address
• Phone Number
4. Click the Add button to save the customer.
Step 3: Add Items to the Invoice
1. Navigate to the Add Items screen.
2. Click the Add Item button to enter details for each item.
3. Input the Item Name, Quantity, and Price Per Item:
• Example:
• White Bleaching: 4 × ₦2000 = ₦8000
• Cloth Washing: 8 × ₦4000 = ₦32,000
• Special Treatment: 1 × ₦1400 = ₦1400
• Soaking: 1 × ₦12,000 = ₦12,000
• Dyeing: 1 × ₦24,000 = ₦24,000
4. Verify the Invoice Total at the bottom of the screen.
5. Click Done to save the items.
Step 4: Add Invoice Details
1. Proceed to the Add Details screen.
2. Confirm the Business Name and Address (e.g., Ekolaundry, Herbert Macaulay Way, Yaba, Lagos).
3. Verify the Invoice Template and change it if necessary.
4. Ensure the Recipient’s Contact Information is correct.
5. Toggle “Add Company Logo” if applicable.
6. Add a Note (e.g., “Thank you for choosing us”).
7. Click Done to save the details.
Step 5: Review and Finalize the Invoice
1. Review all the sections of the invoice (New Invoice, Add Items, Add Details).
2. Ensure the option to pass payment processing fees to the customer is enabled if required.
3. Choose to either:
• Save Draft – If you want to edit the invoice later.
• Send Invoice – To finalize and send it to the customer.
