Coacha Custom allows you to issue invoices to your customers and the process is simple and easy to follow.
Let's look at how you can create a new invoice in Coacha.
To Create a new invoice head to :
INVOICING > New Invoice
Once you have entered this section you are able to begin creating your invoices:
Customer - Select a customer from the drop down list or create a new one. When you select your customer the email and billing address fields will be auto filled. These can be changed on each individual invoice if you need to do so.
Purchase Order Number - You can enter purchase order numbers in this field.
Invoice Number - If you have a unique invoice number for this invoice, enter it here.
Invoice Date - This will default to today's date
Draft - This setting allows you to save an invoice for future completion.
Due Date - Set a due date in line with your payment terms.
Paid Date - To mark the invoice as paid you can enter the date it was paid here.
Refunded Date : - If the invoice has been refunded for any reason then you can enter the date of the refund here.
Message - Enter a message to your customer here. Note: if you have added a custom message to your customer in their settings this will also appear.
Private Notes - Any notes relating to this invoice.
Adding Line Items to your invoice.
Now that you have added the basic information to your invoice, you can begin adding the line items that you will be charging for. Each item you would like to appear on the invoice is called a 'line' item. This is usually all items of the same type, for instance a number of hours teaching the same subject. Here is how you can add a line item into your invoice.
Product / Service - This is the product or service that you are charging for. For example, it could be a specific type of tuition or training, or items of apparel.
Description - This is used to describe the product or service you are providing in a brief sentence.
Quantity - This is the number of times you are charging for this product or service. For instance, if you are charging by the hour, and you have taught 5 hours, enter 5 here. For singular items there is no need to enter anything here.
Rate - This is the cost of the product or service item. For instance, if you charge hourly, enter the hourly rate here. For one off items there is no need to enter anything here.
Amount - You can enter the amount you wish to charge here if it is a one off charge. If you have entered a Quantity & Rate for your product or service, you will note that the amount is prefilled based on that calculation.
VAT - If this item requires VAT add the standard percentage rate for your specific service here. Note: Specific items and services related to children could be VAT exempt, if this is the case simply do not add a percentage.
ADD LINE - Hit this button when you are ready to add the line to your invoice. You will notice that the item you created now appears in the body of the invoice.
Repeat this process for all items you are charging your customer for.
Saving & Sending your Invoice.
It is important that when you are done adding line items to your invoice, you double check all of the information is correct. Then when ready hit 'Create Invoice' at the top of the page.
View Invoice - If you would like to see the standard formatted invoice and download it to your computer, you can do so by hitting this button.
Send Invoice - Will email the invoice to your contact.
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.