Vault Business

Sales ManagementBeginner

Creating and Managing Sales Invoices

Learn how to create professional invoices, track payments, and manage your sales workflow.

12 min read

4.8 rating

3,245 views

2/1/2024

Guide Information

AuthorSales Team

CategorySales Management

DifficultyBeginner

Reading Time12 min read

Tags

#invoices#sales#billing#payments

Sales invoicing is a critical part of your business operations. This guide will teach you how to create, manage, and track invoices effectively.

Navigation To This Screen

How to reach this guide from the main application

1

Splash Screen

2

Select Organization Screen

3

Below The + icon

4

On Tap Select Create Manually

Pro Tip: This navigation path ensures you're creating a new organization from scratch with full control over all settings and configurations.

Creating Your First Invoice

Learn the step-by-step process of creating professional invoices for your customers.

Step-by-step:

1
Navigate to Sales > Invoices
2
Click "Create New Invoice"
3
Select or add customer details
4
Add products or services
5
Set payment terms and due dates
6
Review and send the invoice

Invoice Templates and Customization

Customize your invoices to match your brand and business requirements.

Step-by-step:

1
Access invoice template settings
2
Upload your company logo
3
Customize colors and fonts
4
Add custom fields
5
Set default payment terms

Payment Tracking and Follow-ups

Monitor invoice payments and set up automated follow-up processes.

Step-by-step:

1
View payment status dashboard
2
Set up payment reminders
3
Track overdue invoices
4
Generate aging reports
5
Process partial payments

Related Guides

Sales Management

Sales Quotation Management

Payment Processing and Methods

Receipt Management and Tracking

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