How to Send An Invoice From Accounting Software?
As an example, in this video, we will generate and send an invoice from Xero.
Adding a Contact to Xero
STEP 1: Within the accounting software you are using. Create a contact for your customer and fill out the required details such as the contact name, account details, first and last name, email address, and other customer information.
STEP 2: When done, click "Save & Close."
Create an invoice or quote for your customers.
STEP 1: Create an invoice or quote by clicking the "+" button in the upper right corner of the screen.
STEP 2: Enter the following information in the required field:
To whom you intend to send the invoice or quote;
Date;
Due Date;
Invoice Number;
Reference Number - you can use your own reference number here;
Item description and details of the invoice.
STEP 3: Once done, click "Approve" and this will create that particular invoice.
STEP 4: Click on the "Email" button at the upper right hand side of the invoice.
Enter the email address trade@bricksandagent.com
Change the subject title to include the Bricks + Agent 9-digit "Job number"
Ensure to tick the box "Include PDF Attachment" and click "Send."
This will send through the invoice and process to the particular Agency.