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Q: How to manage clients in Invoice Simple?

  • Mukul Hembrom
  • Oct 03, 2024

1 Answers

A:

Clients can be managed in several ways in Invoice Simple, some of which are as follows:

  • Add a client
  • Open your Invoice Simple mobile app
  • Click on the ‘plus sign’ in the lower-right corner to add a client
  • The client's contact information can be entered manually or imported from your phone's contacts.
  • Generate a statement
  • Navigate to the Clients tab
  • Choose the client
  • Click on ‘Generate Statement’
  • The statement can be customized by specifying a date range and whether to show all outstanding, or paid invoices.
  • To send the statement, Press the blue ‘arrow’ icon and choose to send it by email or SMS.
  • Monitor payments
  • Invoice Simple allows you to track payments and send follow-up emails by organizing all of your client and invoice data.
  • Pannalal
  • Oct 03, 2024

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Related Question and Answers

A:

Since Invoice Simple's basic plan does not currently support multiple users, you might need to provide your login information in order to grant someone else access to your account.

  • Kath Ramirez
  • Oct 18, 2024

A:

To change the quantity and cost labels on my invoices in Invoice Simple, follow the steps given below:

  • Open your Invoice Simple account
  • Open the Invoice you wish to alter
  • Navigate to the 'Customize' section
  • Change the labels for quantity and cost in the item table.
  • Priyanka Tanti
  • Oct 18, 2024

A:

To generate a statement of invoices for a client in Invoice Simple, follow the steps given below:

  • Open your invoice Simple account
  • Navigate to the 'Clients' section
  • Choose the client
  • Click on the option to generate a statement summarizing all outstanding invoices.
  • Sudhir Jain
  • Oct 18, 2024

A:

To export a spreadsheet of my invoices or expenses in Invoice Simple, follow the steps given below:

  • Open your Invoice Simple account
  • Navigate to the 'Reports' section
  • Click on 'Invoices' or 'Expenses'
  • Click on the option to export to Excel or CSV.
  • Neha Singla
  • Oct 18, 2024

A:

To convert an Estimate into an Invoice in Invoice Simple, follow the steps given below:

  • Open your invoice Simple account
  • Navigate to the 'Estimates' section
  • Open the estimate you wish to convert
  • Hit 'Convert to Invoice'
  • BIKROM RAW
  • Oct 18, 2024
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