In order to create an Invoice in the Coacha Custom Invoicing System you need to have a customer to mark the invoice against. You can create these customers in a number of ways.
Let's look at how you can create a new customer.
Creating a new Customer.
To start creating a new customer, you can add your customer by going directly to The New Customer Section
INVOICING > NEW CUSTOMER
Alternatively, you can use the 'New Customer' button when you go to create a new invoice.
Entering your new customer's information is simple and easy to do. Just fill in each of the fields and the information will be safely stored and ready to be used on your next invoice.
Customer / Company - The person or business you are invoicing.
Contact Name - The person at the company that is your point of contact.
Email Address - the email where you would like your invoices to be sent.
Phone - The primary number you use to call the business or person.
Website - Your customer's website address.
Billing Address - the address for the business you are working with.
Public Message - Sometimes you will want to add a standard message to your customer's invoice(s). Your message entered here will appear on all of your invoices to that customer.
Customer Notes - This is for internal use and allows you to make specific notes on the customer that may be useful in future dealings with them. This will not be visible to the customer'.
When you have successfully filled in all of your information about your customer simply hit "Save Customer" at the top of the page.
This customer will now automatically appear as an option when creating new Invoices.
Managing existing customers.
You may want to remove or edit customers that you are already working with. For instance, if your contact at the company changes or their website changes for some reason. You can easily do this in the following section:
INVOICING > YOUR CUSTOMERS
This section allows you to see at a glance your customers and their current balances.
Open Balance is the current amount that the customer owes you.
Paid Balance is the total amount the customer has paid you.
Use the Edit Button to change the details of the customer.
Use the 'Invoices' Button to view all invoices for this customer.
The Trashcan will remove the customer from the system.
Note: An upgrade to Coacha Custom is required to achieve the branding in this guide. To upgrade, simply log into Coacha - head to DASHBOARD > Coacha Custom and select upgrade.
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