Quick Invoice Guide

In this guide, you’ll find simple, step-by-step ways to create, manage, and send invoices with ease.

The new Quick Invoice feature simplifies invoicing for one-time and recurring products and services. You can bill your clients by choosing existing products or adding new ones. Newly added products will be automatically created on your product catalog with a billing term you select but will remain hidden from your clients.

To create a Quick Invoice, you might consider following the steps below:

1. Go to Clients. Select the client for whom you wish to add a quick invoice.
2. On the client overview page, click the three dots next to the client's name and select ‘Add quick invoice’.

3. In the next window, you can enter the following details:

• Select the currency.
• Enter the address details.
• Find the products you already have in your existing product categories, or add new products you wish to bill the client for.

4. Once you’ve filled in all the necessary information, you can proceed to save and send the invoice.

Quick Way to Create Quick Invoice

No matter where you are in Upmind, simply click Quick Add in the top right corner of the app. Select Add Quick Invoice, then choose the client and follow the prompts to select the currency, address, and products you wish to bill.

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Automated Product Created

If a product isn’t found in the search bar, a new product will be automatically created and added to the product catalog. Please note that this new product will only be added if an invoice is generated; otherwise, it will not be created.

Additionally, the newly added product will be hidden in your store.