Billing

Video transcriptionHi, I’m Federico and if you’re willing to put up with my accent, I’d like to show you how to invoice your customers using myAbakus.

To do it I’m going to use the demo company and the transaction we added in the “Enter your first transaction” video.

Let’s edit the transaction and add a second product, say, “Canary grass”. This product is new so let’s say we want to control its inventory, give it a selling price of “50”, and then click on Save. Now let’s say we are selling “5” units.

Let’s take a look at how the invoice is looking so far. To view it we click on the “Save and view the invoice” option of the Save button. The first thing we notice is that the customer information is missing. Let’s fix that.

We click on “Edit the transaction”, then on “Billing & Shipping”, and enter the billing address: “100 Desert St”, “Grand Canyon”, “Arizona”. If the shipping information was a different one, we could add it here as well. But let’s say that’s not the case and instead add a note: “Handle with care”.

Let’s save and view the invoice again. Both the customers’ address and the note are there. But our own address is missing. Let’s correct that.

We go to Setup, Locations and edit the location to enter the contact information: “259 Bleecker St”, “New York”, “NY”. We now click on Save, go back to Income and view the invoice. Our address is in the top right corner.

Now let’s say we want to use our own logo. We go to Setup, Documents and under Actions we see “Use your own logo”. We click on it and get a warning telling us we need to change our account plan first. Let’s click on “Your account” to do so.

On the left we can see what’s included on the free plan, which is our plan. On the right we have the option to extend the free plan by adding premium features. We can see that “Your logo on invoices plus send them attached as PDFs” is preselected and that it costs $10 per month. There is also an additional user preselected, but let’s say I don’t need that. I’m ready to click on Upgrade.

To speed things up I uncheck “I want to enter my payments details now” and click on “Change my plan”. Now I can see that I’m on a custom paying plan of $10 per month that includes “Your logo on invoices plus send them attached as PDFs”.

Let’s go back to Setup, Documents. We can now click on “Choose file” to select the file with the logo. There it is: our logo has replaced the myAbakus one. We can also see that this page gives us the option to add a note, a header, and a footer to all invoices, but for now let’s leave all that blank and go back to the invoice.

It looks good to me. I could print it or, even better, send it by email. To do that I click on “Send the invoice”. I can now see the From and To fields, the option to “Send me a copy”, “Edit the message”, and “Attach the invoice as a PDF”. I leave everything as it is and click on Send.

Finally, under “History and comments” we can see records of all actions related to this invoice, including the one we just did.

Invoicing your customers is the easiest way to start using myAbakus. And even though we strongly recommend entering expenses as well, you could use myAbakus just as a billing or invoicing software, for free or at a very reasonable cost.

I hope that was helpful and clear. And thank you very much for your attention and interest in myAbakus.