Create and Send Invoice to Customer

Creating and sending sales invoices in P3Source is designed to be efficient and seamless, ensuring a smooth transition from the proposal stage to final billing. This process integrates key information such as sales orders, enabling you to quickly finalize and send branded invoices to your customers.

Why Create and Send Invoices?

Sales invoices are a critical part of the billing process. They confirm the completion of services or delivery of goods, outline payment expectations, and provide customers with a clear breakdown of costs. In P3Source, this process is streamlined to save time and ensure accuracy.

Key Features and Benefits

• Effortless Conversion: Easily transition from a proposal to an invoice with pre-populated sales order details.
• Customizable: Add additional line items as needed to reflect extra charges or adjustments.
• Preview Functionality: View a detailed preview of the invoice and accompanying email before sending.
• Branding Options: Customize invoices to include your company's branding for a professional touch. This can be done in your settings and customized there.
• Integrated Workflow: Part of P3Source's comprehensive system, ensuring consistency and efficiency.

Steps to Create and Send an Invoice

1. Start from the Proposal: Begin by selecting the relevant proposal within P3Source. The system automatically includes the associated sales order details in the invoice.
2. Add or Adjust Items: If necessary, add additional line items or make adjustments to existing entries.
3. Preview the Invoice: Use the preview option to check the invoice layout, details, and email format.
4. Brand Your Invoice (Optional): Apply your company's branding if desired for a professional appearance.
5. Send the Invoice: Once satisfied, email the invoice directly to the customer. The system will log the transaction for your records. The customer then has a link in the email for their use for further interactions.
6. Order Confirmation: Doing this generates an order confirmation to be sent to both you and the customer.

Note For customers that don't want to use or refuse to use the automated order link in the email can have the details entered manually by you, so for people who prefer phone call confirmations P3Source has options for you.

Overview at a Glance

• Seamless conversion from proposals to invoices.
• Pre-populated with sales order data.
• Options for adding custom line items.
• Invoice preview and email review capabilities.
• Branding to align with your company's identity.
• Integrated with the broader P3Source workflow for efficiency.

By following these steps, you can ensure that your invoicing process is smooth, professional, and aligned with your customer's expectations. It also documents at every step of the way what was said to your customers. This functionality demonstrates P3Source's commitment to providing a fully integrated, user-friendly experience.