taclia

Before you start creating an invoice with taclia, remember to input your data and preferences in the settings to make the creation and tracking process faster. 

Step-by-Step Guide - How to create an invoice

Go to the left side menu, click on the sales dropdown menu, select Invoices, and then click on the "Create" button.

1. Go to the left side menu, click on the sales dropdown menu, select Invoices, and then click on the "Create" button.

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If you haven't configured your business details yet, click on the settings button to add your tax information, logo, and payment methods.

If you don't have a client created yet, create your first client. If you already have clients set up, you can select one of them. The client's information will automatically populate the invoice.

Add your series number, invoice status, issue date, and due date. You can preview how your invoice will look by clicking on "Preview."

Add the item description and details. You can create as many items as needed directly in the invoice or save them as a product/service to use in future invoices. You can also add more fields if necessary.

1. If you haven't configured your business details yet, click on the settings button to add your tax information, logo, and payment methods.
    
2. If you don't have a client created yet, create your first client. If you already have clients set up, you can select one of them. The client's information will automatically populate the invoice.
    
3. Add your series number, invoice status, issue date, and due date. You can preview how your invoice will look by clicking on "Preview."
    
4. Add the item description and details. You can create as many items as needed directly in the invoice or save them as a product/service to use in future invoices. You can also add more fields if necessary.

Choose the payment method (if not yet configured, you can do it directly through the settings button), add a message if needed, and link to an appointment or internal project (if applicable). Done! Click "Save" to generate your invoice.

1. Choose the payment method (if not yet configured, you can do it directly through the settings button), add a message if needed, and link to an appointment or internal project (if applicable). Done! Click "Save" to generate your invoice.

Download your invoice, send it via email, or perform other actions. You can view all your created invoices from the Invoices functionality.

1. Download your invoice, send it via email, or perform other actions. You can view all your created invoices from the Invoices functionality.

In the invoice breakdown, you can see the total amount of money organized by different invoice statuses:

- You have €14,00 in paid invoices. This means that this amount has already been received.
- There are €51,00 in pending invoices. These are the invoices that are still due.
- You have no overdue invoices, so the total in overdue invoices is €0.00.
- In total, all your invoices add up to €65,00 This represents the total amount of money associated with your invoices, i.e., the sum of paid, pending, and overdue invoices.

1. In the invoice breakdown, you can see the total amount of money organized by different invoice statuses:
   - You have €14,00 in paid invoices. This means that this amount has already been received.
   - There are €51,00 in pending invoices. These are the invoices that are still due.
   - You have no overdue invoices, so the total in overdue invoices is €0.00.
   - In total, all your invoices add up to €65,00 This represents the total amount of money associated with your invoices, i.e., the sum of paid, pending, and overdue invoices.