Watch the Step-by-Step Video
For a visual guide, watch this video:
How to Create an Invoice:
From the TrueRev dashboard, go to the Contracts tab.
Select the contract for which you want to create a new invoice and open it.
Once the contract is open, go to the Bookings tab and create product/s you want to invoice by clicking the “+Product” button.
Select the product you want to invoice from the textbox by either using the dropdown list or typing the first few letters of the product. Enter the start and end dates, price, quantity, discounts (if applicable), and then click “Save”.
Go to the Billing tab, and click “+Create invoice” button
Fill out the remaining required information, including but not limited to the invoice date and any other custom fields you have set.
Click the “+Add invoice line item” button.
Select the product you want to invoice from the dropdown list, then enter the description, quantity, and rate (price). You can add notes in the “Message on invoice” box for any additional information you want to include. Additionally, you can upload documents as attachments by clicking “Add attachments”.
Click the “Continue to scheduling” button.
A summary of the details of your scheduled invoice will appear for you to review.
Set the date you would like to either send the invoice to the customer or receive an email reminder about it. You will have the option to auto-send the invoice by selecting “Auto-send” or to set a reminder to review and send the scheduled invoice manually.
If you wish the invoice to auto-send on the specified date you selected, click “Save“
If you wish to set a reminder only, click “Remind”, enter the email address(es) of the person(s) you want to send the reminder to in the “Reminder email(s)” box, and add any additional notes/comments in the “Reminder notes” box. Then click “Save”.
In the list of Associated Invoices under the Billing tab, the status of the invoice will be marked as “Reminder set”. The reminder email will be received on the specified date.