Creating and sending your invoices-CloudBooks
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Transcript of Creating and sending your invoices-CloudBooks
![Page 1: Creating and sending your invoices-CloudBooks](https://reader033.fdocuments.in/reader033/viewer/2022052700/55be66b7bb61eb37668b4798/html5/thumbnails/1.jpg)
Creating and Sending Your Invoices
www.cloudbooksapp.com
![Page 2: Creating and sending your invoices-CloudBooks](https://reader033.fdocuments.in/reader033/viewer/2022052700/55be66b7bb61eb37668b4798/html5/thumbnails/2.jpg)
Create an up-to-date invoice with CloudBooks in as little as 10 seconds. You spend less time invoicing and more time on activities that generate revenue.
www.cloudbooksapp.com
![Page 4: Creating and sending your invoices-CloudBooks](https://reader033.fdocuments.in/reader033/viewer/2022052700/55be66b7bb61eb37668b4798/html5/thumbnails/4.jpg)
Head to the “Invoices” tab
Step -1
www.cloudbooksapp.com
![Page 6: Creating and sending your invoices-CloudBooks](https://reader033.fdocuments.in/reader033/viewer/2022052700/55be66b7bb61eb37668b4798/html5/thumbnails/6.jpg)
Click on the big, red“+ New Invoice” button
Step-2
![Page 7: Creating and sending your invoices-CloudBooks](https://reader033.fdocuments.in/reader033/viewer/2022052700/55be66b7bb61eb37668b4798/html5/thumbnails/7.jpg)
![Page 8: Creating and sending your invoices-CloudBooks](https://reader033.fdocuments.in/reader033/viewer/2022052700/55be66b7bb61eb37668b4798/html5/thumbnails/8.jpg)
Choose your client (from the drop-down list)
Step-3
www.cloudbooksapp.com
![Page 10: Creating and sending your invoices-CloudBooks](https://reader033.fdocuments.in/reader033/viewer/2022052700/55be66b7bb61eb37668b4798/html5/thumbnails/10.jpg)
Add the items or tasks that you’re billing
Step-4
www.cloudbooksapp.com
![Page 12: Creating and sending your invoices-CloudBooks](https://reader033.fdocuments.in/reader033/viewer/2022052700/55be66b7bb61eb37668b4798/html5/thumbnails/12.jpg)
● Customize your invoice number (populates automatically but can be
changed)
● Change the Date of Issue (automatically set to the present day but can be
changed to past/future dates)
Optional Steps: 5
www.cloudbooksapp.com
![Page 14: Creating and sending your invoices-CloudBooks](https://reader033.fdocuments.in/reader033/viewer/2022052700/55be66b7bb61eb37668b4798/html5/thumbnails/14.jpg)
Send the invoice by Email or by Snail Mail (aka regular post). You can also save your invoice as a Draft if you need to come back to it later and make edits.
Step-6
www.cloudbooksapp.com
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A stamp is required every time you send an invoice via Snail Mail. This stamp includes the price of printing, envelopes and postage to your client (return postage not included). Every new account is provided with five free stamps to try out the Snail Mail feature and the cost of additional stamps can be found in your payment settings.
www.cloudbooksapp.com