Send a customized invoice in 5 steps

Sending out your first invoice on Inkle Books is simple, helping you manage payments professionally while maintaining clean financial records. Here’s a step-by-step guide on how to create and manage custom invoices for your customers:

1. Head over to the Invoicing section
Log in to your Inkle Books account and navigate to the “Invoicing” section. Here, you’ll be able to create, track, and manage all your invoices from one central dashboard.

‍2. Create a new invoice
Click the “Create Invoice” button to start drafting your first invoice. Enter the necessary details, including your customer’s name, email, and billing address. Add a unique invoice title for easy tracking.

‍3. Fill in your invoice details
Add the title, invoice date, due date, customer details, item details and tax & discount information. List the terms of repayment if any. After this is done, click on preview and send.

‍4. Edit the invoice email
Edit the subject line, and body of the email that the invoice will be sent in. You can also attach W-forms or other attachments to this email at this stage.

5. Send the Invoice
Once your invoice is ready, preview and edit the email body format and click “Send.” Your customer will receive the invoice via email, along with instructions for making payment.

With Inkle Books, sending and managing invoices is seamless, keeping your business’s finances organized and professional.