Create an invoice in Cognito-app

When you click the button in Cognito-app , a draft and editable version of your invoice will be displayed.

In this window you can modify the information necessary for the final production of the invoice.

1- Invoice numbers, invoice date and due date for payment.
2- Your business.
3-Who are you billing? To your client or a contact in their organization?
4- Add, modify, delete products.
5- Add a note that will appear on the invoice.

You also have possible options in the menu bar:

1- You can save in draft and come back to it later.

2- Produce the invoice, which will make it non-modifiable and automatically available in the Customer Area.

Here is how the list of invoices is available in the Customer Area .

1- A visual of the last digits of his credit card (if he has entered it in his Customer Area)
2- The list of all invoices and payments.

3- Open the billing settings, in order to add a product or service that you will reuse in the future.

4- You can print this invoice.

5- You can email it directly to your client.

6- You can with password authentication. delete an invoice

All you have to do is collect the payment when it arrives.