Quick Invoice Guide

Upmind’s Quick Invoice feature simplifies the billing process for both one-time and recurring products or services. You can select existing products or add new ones.

Newly added products are automatically created in your catalogue with a selected billing term but remain hidden from your storefront unless you choose to make them visible.

Creating a quick invoice

From the client profile

1. Go to the Clients section.
2. Select the client you wish to invoice.
3. On the client overview page, click the three dots next to the client’s name and select Add Quick Invoice.

From “quick add”

1. Click the Quick add button in the top right corner.
2. Select Add quick invoice.
3. Choose the client and proceed with the prompts.

Add Invoice Details

You can configure the following details:

1. Currency: Choose the billing currency for the invoice from the dropdown.
2. Address: Confirm or enter the client’s billing address.
3. Products:
   1. Select Existing: Search and select products from your catalog.
   2. Add New: Enter details for a new product or service
4. Billing Terms: Set one-time or recurring billing as needed.

5. Review the invoice details, save, and send it directly to the client.

The invoice will appear in the client’s billing history and can be tracked, paid, or credited as needed.

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Automated Product Creation

If a product isn’t found in your search, entering a new product name will automatically create that product in your catalogue once the invoice is generated. These products remain hidden from your storefront unless you choose to publish them.