Welcome to AoraBooks! This user guide is designed to assist you in understanding and effectively managing service invoices within our software.
A service invoice is a formal document generated by your company to bill clients for services rendered. It includes details such as service descriptions, quantities, rates, total amounts, and payment terms. Service invoices serve as a record of transactions and aid in maintaining financial records accurately.
Creating a Service Invoice
To create a service invoice in AoraBooks, follow these steps:
Login: Access your AoraBooks account using your credentials.
Navigate to Invoices: Once logged in, navigate to the"Invoices" section within the software.
Select Service Invoice: Choose the option to create a new service invoice.
Fill in Details: Enter relevant information such as client details, service descriptions, quantities, rates, and any additional charges.
Verify Information: Double-check all details for accuracy before finalizing the invoice.
Generate Invoice: Once all necessary information is provided, generate the service invoice within the software.
Managing Service Invoices
Managing service invoices efficiently is essential for maintaining financial records and ensuring timely payments. Here's how you can manage service invoices effectively using AoraBooks:
Track Invoice Status: Monitor the status of service invoices within the software. Keep track of pending, paid, or overdue invoices.
Send Reminders: Utilize the software to send automated reminders to clients for overdue invoices, ensuring timely payments.
Access Invoice History: Easily access and retrieve past service invoices for reference or auditing purposes.
Update Invoice Details: If any changes or updates are required on an existing invoice, you can edit and update the information within AoraBooks.
Record Payments: Record payments received against service invoices accurately within the software to maintain up-to-date financial records.
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