Billing

bluetrait's Billing module performs Product Management, Invoicing & Quoting

Invoicing Workflow

How to create a new Invoice with Bluetrait Billing

1.  Create Invoice

Fill out Company details (Company, Location, User)

Select date and due date (if applicable)


2.  Add Products

Select from products that have already been created

The rest of the fields will be autofilled from the product information, but can be edited


3.  Save or Send

Once the Invoice has been completely filled out, you can either "Save as Draft" or "Save and Send"

"Save and Send" will send the Invoice to the users and carbon copied emails

Enquiry

If you have any questions or enquiries about Bluetrait's Billing Module, feel free to contact us.
We can schedule a product demonstration or help set up a free trial.

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