Invotrak: The Online Invoicing Blog

We’ve been on a roll lately with Invotrak, and right on the heels of client accounts, we now have a revamped invoice generator, complete with templates! In addition, we’ve streamlined the process of creating invoices from timesheets, and even added company logos for good measure!

Creating an Invoice
As a recap, creating an invoice in Invotrak is very easy. Simply go to the Record Invoice page on the Invoices screen, and enter the invoice details (amount, when it’s due, etc). Once you’ve recorded this invoice, you can then enter each of the line items using the handy line item tool on the right.

When you’ve got all the components of your invoice entered, the next step is to generate a stylish PDF. Click on the Generate Paper Invoice link, and tweak the settings as you like. Free account holders are restricted to the Basic Business template, but upgraded account holders can choose from any of the template styles (including several that incorporate your logo).

When you’re happy with your settings, click the Generate PDF link at the bottom. After a moment, a PDF will popup with your invoice, in the template style you chose!

Invoices from Timesheets
If you bill by the hour, then you’re going to really save time using Invotrak’s timesheets feature. As you go about your work, enter your hours and a description of the work performed into the Timesheets section. Then, when you’re ready to invoice, click the Review Timesheets link at the top. Filter out the timesheets you’re interested in, and select them. Use the Create Invoice tool on the right to assign the selected timesheet entries to an invoice (or create a new one if you like).

Each of your timesheet entries will be attached to the invoice as line items, along with the time worked and an hourly rate. You can even change line items later if you like (such as times when your hourly rate changes).

Now that you have your invoice, use the Generate Paper Invoice feature to create a stylish PDF of the work you did!

Here’s a video showing how to create an invoice from timesheet entries:

Company Logos
But wait, there’s more! Invotrak now allows you to upload your company’s logo to attach to your invoices, and it’s very easy to do! Just go to the Settings screen inside Invotrak and click on the Logo image. Upload a JPG or PNG file of your company’s logo, and Invotrak will do the rest!

Check out the video to see how to add a logo in Invotrak:

When creating an invoice, some of the templates have space for logos. If you have a logo uploaded, Invotrak will automatically place the logo on the invoice. You’re invoices have never looked better!

We hope you like the new additions to Invotrak, but we’re always looking to improve. Be sure to let us know what you think, and keep an eye on this blog for more updates.

This entry was posted on Monday, January 26th, 2009 at 2:38 pm and is filed under Invotrak News, Tutorials. You can leave a response, or trackback from your own site.