Invoice Management
In this article, you'll learn how to create and manage invoices in Kroolo, your smart productivity powerhouse.
1. Click on Invoices Section
Start by navigating to the invoices from your time tracking dashboard.
2. Head over to the configure sections
Adjust default settings as needed.
3. Add items and services in the defaults
Modify invoice numbers, tax percentages, and appearance settings. Upload your company logo and configure email templates.
4. Set Up Email Templates & Labels
Create email templates for invoices, reminders, and thank you messages.
5. Return to the Invoices Section
Once configurations are complete, navigate back to Invoices.
6. Create a New Invoice
Click on Create Invoice to start a new one.
7. Enter Client & Project Details
Select the client, project, and date range for the invoice.
8. Set Invoice Dates
Choose the start and end dates from the calendar.
Select the invoice date (when the invoice should be sent).
9. Choose the invoice date to send the invoice
Choose the invoice date—the date when the invoice should be sent.
Pick the date from the calendar and hit Apply.
10. Enter Address & Shipping Details
Enter the address and ship to details, then click on Next.
11. Preview your invoice
All the details will be displayed here.
12. Import time and expenses or manually add the items
To import the hours worked, click on Import time and expenses and then on Import.
13. Enter your hourly rate
The total amount will be calculated automatically.
14. Add any necessary notes
Once you're done, click on Next.
15. Review the preview of the invoice.
Click on Send Invoice to proceed.
16. Fill the Required details
Enter the name of the client, the subject, and the email. You have the option to Attach the invoice as a PDF and add yourself as a CC. Finally, hit Send Invoice.
17. Return to the invoices section.
Here, you'll see the invoice you just sent.
18. For additional options, click on the three dots.
You'll find options to mark as paid, record the payment, check the payment history, download the invoice, or delete it.
19. Search Invoices
You can search invoices by invoice number or clients, or filter them by different projects or statuses.
And that's it! You've now learned how to create and manage invoices in Kroolo.
