Establish Text Invoice For Free

A free text invoice is an invoice that is not attached to a sales order. A free text invoice contains a header and one or more lines for items or services that are not tracked in inventory. Use a free text invoice for sales that do not require a sales order, packing slip, and customer invoice.

Create your own simple invoice by following these easy steps: Include Contact Information. ... Add the Invoice Date. ... Establish a Simple Invoice Numbering System. ... List Your Services. ... Add Your Payment Terms. ... Include the Amount Due and the Payment Due Date. ... How do I make a simple invoice? ... What is the best free invoice template?

Essentially, sending an invoice via text is the same as sending it via email, only faster and more convenient. However, there are some legal and compliance matters you need to be aware of if you're going to send invoices via text. Additionally, there are a few best practices that could help along the way.

The wording of an invoice should be as clear as possible. Plainly state the invoice date and due date, amount owing, and services provided. If an invoice or its accompanying email contains vague language, the client can be left confused, misinterpret information, and be late sending payment.

Create a free text invoice Go to Accounts receivable > Invoices > All free text invoices. Select New. In the Customer account field, select a value. ... In the Description field, enter a value. In the Main account field, specify an account number that doesn't have dimensions.

Text message invoicing is a fast and easy way to communicate with customers. In fact, 9 out of 10 consumers prefer texting with a business over all other forms of communication. If you're waiting several days to receive payments from your clients, it's time to make a change.

Include all of the following information on an invoice: An indication that the document is an invoice. A unique invoice number that hasn't been used before. The name and address of the entity sending the invoice. Customer details. A description of the products/services provided to the invoiced customer.

To correct a free text invoice that has already been posted, open the posted free text invoice. On the Invoice page, select Cancel, and then select Correct invoice. Select a reason code, add comments, and select the date for new corrected invoice. You can modify the corrected invoice, and post it.

Click Accounts receivable > Common > Free text invoices > All free text invoices. Select the free text invoice that you are creating a credit note for, and then, on the Action Pane, in the Cancel group, click Create credit note.

Tools for Sending an Invoice Via Text. The process of sending an invoice via text is quite simple. You need to attach the invoice to a text message the same way you'd attach it to an email. You can send the invoice as a PDF or Word document, or you can take a screenshot of the invoice and attach it as an image.