To send an invoice in Locally 360, open Invoices, press New invoice, fill in the customer and the lines, press Save draft, then Issue invoice. Your customer gets an email with a link to view the invoice and pay it.
Steps
- In the sidebar, open Invoices and press New invoice.
- Fill in the Invoice number, in your own format. Then the customer: Customer name, Customer email, Customer phone and Customer address.
- Set the Issue date. A Due date and Notes are optional.
- Under Lines, fill in Description, Type, Qty and Unit price. Press Add line for each extra line. The total adds up as you go.
- Press Save draft.
- Press Issue invoice and confirm. After it’s issued, nothing on it can be changed, only cancelled.
- If you added a customer email, the invoice is emailed to them. If not, copy the Customer link and send it yourself, by text for example.
What happens next
The email comes from your business name, and replies go to your business email. Your customer presses View invoice to see it, and can download it as a PDF. With card payments on, they press the Pay button and pay by card.
When they pay, you get the email Payment received on invoice with its number, and the invoice shows Paid. For cash or check, mark it paid yourself.
Questions
Can I change an invoice after I send it?
No. An issued invoice can't be changed, only cancelled. Press Cancel invoice, then make a new one with a new number.
Does my customer get a reminder when it's overdue?
No. You get one email when an invoice goes overdue, and your customer isn't reminded. No interest or late fee is added.
Can I add a deposit or a discount?
No. Invoices don't support estimates, discounts, deposits or partial payments.