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:

HubSpot Video

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.

 

Please note invoices can only be created in SGD at this time

Questions? Please let us know here or chat with us during business hours (Mon - Fri, 9.30 AM - 6:30 PM SGT) by clicking on the green chat bubble on the lower right-hand side.