Creating Invoices

The Invoice Editor is the heart of Quinvy. It allows you to create professional invoices quickly and easily.

The Invoice Editor

To create a new invoice, click the Create Invoice button on your dashboard. You will be taken to the Invoice Editor.

1. Bill To Information

Start by entering your client’s details. You can type in their name, email, and address. Quinvy securely stores this information to keep your data safe.

2. Adding Items

In the items section, you can add the products or services you are billing for.

• Description: What are you charging for?
• Quantity & Price: Enter the amount and the unit price. The total will calculate automatically.

3. Payment Methods

Specify how you want to be paid. You can add multiple payment methods, such as:

• Bank Transfer (e.g., BCA, Mandiri)
• E-Wallets (e.g., GoPay, OVO)
• Credit Card

4. Reminders & Notes

Set up automatic reminders so you don’t have to chase clients manually.

• Before Due: Remind them a few days before the invoice is due.
• On Date: Remind them on the exact due date.
• After Due: Send follow-ups if the invoice is overdue.

Tip: You can also add custom notes or terms and conditions at the bottom of the invoice.

Saving and Sending

Once you are happy with the invoice, you can save it. From there, you can send it directly to your client via email or share a secure payment link.