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What are Invoices?

1 minute read

Invoices are a great way for you to bill your clients on a one-off or recurring basis. You are able to create new invoices and manage existing ones under the Invoices tab located on the left-side menu when logged in to Plasso.

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To Create a New Invoice:

  1. When signed in to your Plasso account, click on Invoices in the left-side menu.
  2. Click the blue “+” sign at the top
  3. Fill out the Invoice details:
    – Invoice Title
    – Invoice Number
    – Note
    – Invoicee’s Name
    – Email
    – Address Information
    – Accent Color
    – Charge Type: One-Time or Recurring
    – Charge Currency
    – Include Discount
    – Charges
  4. Click ‘Send Invoice’ and that’s it! 🚀

Your customers will receive an invoice email with a link to follow to pay their invoice amount. It is very easy to use and comes FREE with all Plasso plans.

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