Invoicing

Through PocketSuite, you can send professional invoices to customers for services and products. Add-on features to include would be scheduled invoices, itemized invoices, sales tax, and surcharge. Those can all be turned on in settings>features>select the feature(s)>save.

Quick Setup

For recurring invoices, be sure to turn that on in settings>features>scheduled invoices and for itemized invoices.

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Detailed Setup

To create an invoice, from the dashboard select invoice.

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You'll need to add a client first. Then, add a total. In the total field, you can add a discount or create a payment plan. You can also add sales tax and a surcharge if you turn those on under settings>features. 

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Send via allows you to change how the client receives the invoice. Then you can also add a form or require a signature by attaching a contract. 

When complete select next>send and the client will get a notification and a link to pay online.  

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