Introduction: Submitting invoices through Quickly is designed to be a fast and easy process. Whether you're creating an invoice from scratch or uploading one you’ve already prepared, the platform streamlines everything to ensure timely submission and approval. Here's a step-by-step guide to walk you through the process.
Steps:
Start by Creating or Uploading an Invoice
On your Quickly dashboard, click the "+" button in the top-left corner. Choose either:
Create Invoice if you’re generating the invoice on the platform.
Upload Invoice if you already have an invoice file.
Fill Out Invoice Details
For Create Invoice, enter the necessary details:
Invoice Number, Date, Payment Terms, PO Number (if required), Tax Number, and select the company you’re sending it to.
Add line items, quantities, and rates. Make sure to include any applicable taxes.
For Upload Invoice, simply fill out the fields (Invoice Total, Date, Payment Terms, Invoice Number, and PO/SO Reference Number if required).
Attach Supporting Documentation
If you have additional documentation such as receipts, contracts, or project reports, attach them by dragging the files or selecting them from your device.
Preview or Save Your Invoice
Before submitting, click Preview to ensure all information is correct.
You can also Save the Invoice as a Draft if you want to review it later.
Submit the Invoice
Once everything looks good, hit Submit Invoice.
The recipient will receive a notification to review and approve the invoice.
After approval, you’ll be notified of the estimated payment date.
Conclusion:
Submitting invoices through Quickly ensures a smooth billing process. With features like document attachments, easy itemization, and quick approvals, you can streamline your financial operations.