You can add invoices for customers to ensure every transaction is recorded and can be tracked later. It helps you as well as the customer stay informed about the charges, payment terms, and due dates. Keeping invoices organized supports smooth follow-ups and reduces confusion in billing-related communication. This process is important when handling multiple clients or services.
Follow the step-by-step guide below to add a Question from the Pool on the TAAX Pro platform.
Navigation
Navigating to the Add Question from Pool section lets you reuse existing questions without creating them from scratch each time. It maintains consistency on forms and speeds up the form-building process. This approach reduces manual errors and keeps your question library well-organized.
Step 1: Navigate to the left side panel, hover over the “Invoices” section, then click on the “Add Invoice” option.
Step 2: After clicking on the “Add Invoice” option, a new screen will open with different fields and options to create an invoice for your customer.
Adding Invoices
Adding invoices for a customer organizes billing records and ensures every charge is documented. It allows the customer to receive a structured breakdown of services and also makes payments & future references easier. This avoids confusion and improves payment tracking.
Step 1: Fill in all the fields on the “Add Invoice” page.
Refer to the table below to understand how you can fill in all the fields.
|
Field & Options |
Description |
|
Add Description |
Write a summary explaining what this invoice is for. |
|
Invoice Reference |
Enter a unique reference number to help your customer identify this invoice. |
|
From |
Confirm or update your business address as the sender. |
|
To |
Select the customer you’re billing and enter their delivery address. |
|
Edit Business Location |
Click to change the sender’s business address if needed. |
|
Change Logo |
Click to upload or replace your business logo on the invoice. |
|
Select Currency |
Click to open the dropdown and select the currency you want to issue the invoice in. |
|
Issue Date |
This date automatically fills in for the current date. |
|
Due Date |
Set the deadline by which payment should be made. |
|
Invoice Type |
Click on an invoice radio button to select whether this invoice is a one-time charge or a recurring billing. |
|
Create New Product |
Click on this button to add a new product or service not already listed in your catalog. |
|
Name / Description |
Enter the title of the product/service, then enter quantity, unit price, and tax to calculate the total. |
|
Add Discount |
Click on a radio button to set the discount for a flat amount or percentage, then enter the discount value to apply it. |
|
Save As Draft |
Click on this button to save your progress and return later without sending the invoice. |
|
Create & Send Invoice |
Click on this button to finalize and email the invoice to the selected customer. |
Step 2: After filling in all the details, click on the “Save As Draft” button or the “Create & Send Invoice” button to save the invoice as a draft or send it to your customer.
Step 3: After clicking on the “Create & Send Invoice” button, a success message will flash on the top of the screen.
This is how your sent invoice will appear to your customer.
Cancel the Invoice
You can also cancel an invoice when the billed service is no longer required or was issued incorrectly. It maintains accurate records, avoids confusion during audits, and ensures customers are not charged for something that isn’t valid. This keeps the payment flow clean and prevents follow-up issues.
Click on the “Cancel Invoice” button to cancel this invoice.
View Invoice History
Viewing invoice history helps keep track of all billing activity for a customer over time. It allows you to verify payments, monitor pending invoices, and maintain clear financial records. This becomes useful when reviewing past transactions or resolving billing-related queries.
Click on the “History” tab to view the invoice history.
Add Notes for the Invoice
You can add notes to an invoice to provide extra context or clarifications related to the billing, such as payment terms or follow-up details. It ensures your internal team and customers have an understanding of the invoice. This reduces confusion and improves communication throughout the payment process.
Step 1: Click on the “Notes” tab to add the invoice notes.
Step 2: A new screen will open. Click on the “+ Add Note” button in the center of the screen.
Step 3: A “Add Note” modal will open on the screen. Fill in the note that you want to add, then click on the “Save Note” button.
Step 4: After clicking on the “Save Note” button, a success message will flash in the top-right corner of the screen.
View Payments for the Invoice
You can view payments linked to an invoice to track how much has been paid, what's pending, and when transactions occurred. It gives a clear picture of the payment status and supports better financial follow-up with the customer. This makes invoice management transparent and avoids any miscommunication.
Step 1: Click on the “Payments” tab to view the invoice payment.
Step 2: Once the customer makes the payment, this is how it will appear to you.
