How to create an invoice?

Only Admin or Finance users can create invoices.

Watch our video below or follow the steps underneath to guide you:

To create an invoice follow the steps below:

1. Log in to your Aspire Account 
2. Go to RECEIVE PAYMENTS 
3. Click on Invoicing 
4. Click on blue ➕ New Invoice in the top right hand corner
5. Click on create new invoice 
   
   
6. Select who the invoice is being sent to OR create a new customer 
7. Fill out the invoice particulars. Item Description, Price, QTY, Tax, Discount
8. Click on ➕New Item to create a new row 
9. Click on Preview if you'd like to see a preview of the invoice or click on Next to move forward 
10. Fill out particulars; Invoice Number, Due Date, Invoice Date, T&Cs and payment options 
11. Click on Preview if you'd like to see a preview of the invoice or click on Next to move forward 
12. Add a personalised message to the customer and fill out other particulars (if required) 
13. Preview your invoice before you send to ensure it looks correct and how you would like it
14. Click Send Invoice 

Your invoice will then be sent via email to your customer. This invoice will then appear in your Invoice Dashboard.