Raising an invoice is essential because it formalizes the request for payment, providing a documented record of the transaction. It ensures accurate revenue collection, aids in financial record keeping, and supports legal protection by outlining payment terms. Additionally, it helps manage cash flow by specifying payment deadlines and facilitates tax compliance by documenting sales.


Follow the below steps:

  1. Log into StartAZ.io
  2. Locate and click on "Client Invoicing" module and select the "Tax Invoice, Credit Notes" drop down. Click on Tax Invoices from the presented options to access a list of all invoices raised.
  3. To raise a new invoice, within the "Client Invoice List" section, locate and click on the "New Invoice" button at the top left
  4. Fill in the details on the pop out form titled “New Invoice” form. Complete the form by filling in all the necessary details i.e. date, client file, bank account, invoice items etc
  5. Scroll down and click on "Save Invoice" to save after entering all the necessary details



Note:

 

The Action Menu located at the far right of each fee notes provides a range of additional features to manage your quotations/proforma effectively. 

 

  • Edit - Allows you to update the existing fee note as needed
  • View - Opens the fee note for you to review all the details. Useful for quickly checking the contents without making any changes.
  • Print - Provides an option to print the fee note.
  • Download - Allows you to download the fee note in a digital format (e.g PDF)
  • Attachments - Enables you add or view attachments related to the fee note. Attach supporting documents or any relevant files
  • Comments - Enables you to add comments or view existing comments on the fee note. Facilitate internal discussions and notes regarding the invoices. 
  • System Reminders - Set reminders for follow-up actions related to the fee notes. Keep track of important dates and actions to ensure timely follow-ups.