Create And Send Invoices & Estimates
How To Start Invoicing?
By clicking the existing "Quoted / Invoiced" checkboxes attached to every project item, you will be able to call up either the quote or invoice creation panel, depending on what you clicked.
User Interface
The quote and invoice creation panel looks similar to each other. For instance, if you clicked on the “Invoiced” checkbox, the screenshot below is what you will see.
You can set everything from invoice number, discounts to currency. You can also edit notes (pulled in from your settings) for each individual invoice.
Once you save the invoice, clicking the “Invoice” checkbox again will show you the same panel, but this time you’ll be presented with the “Permalink” and “Download PDF” button.
Similarly for quotes, you can edit the terms & conditions and currency for individual quotes. Not every client is the same so we provide this flexibility where you can set different terms & conditions or currency per quote.
PDF Invoice Design
We designed the PDF to look as professional and appealing as possible. Here’s how it looks:
Permalink – Online View
The online version looks almost exactly like the PDF, but with some added functionalities. You’ll get notified when your client views the estimate or invoice.
The screenshot below shows how an estimate will look like in the browser.
Also view a sample invoice permalink – http://app.subernova.com/billings/view/o1q6XxK1wlU91tYVeREnrMy5MrgiBf
For estimates, your client can approve it by clicking the green “Approve” button. An email receipt will be sent to both you and your client confirming the estimate. If you have a Prowl API registered in SUBERNOVA, you’ll also get a push notification.
What’s more, your client can also view pass estimates or invoices from a dropdown menu.
Automatic Late Payment Reminders
SUBERNOVA will automatically send email reminders to your clients to inform them that payment is late. This is done every 30, 60 and 90 days from the issue date of your invoice. Once you mark the project as “Paid”, no more reminders will be sent. Reminders will be halt too if you set the project back to “Quoted”.
Also worth noting is that email reminders uses your custom message and email signature in your Settings. So please remember to set them!
Your Settings
The settings panel has undergone some re-design.
You can find your new invoicing settings here. First up, upload your logo! Your logo will appear on the PDF and the online viewing page.
If you don’t want your proposals to be named “Quote”, name it “Estimate” or anything else. The same goes for invoices.
The “Invoice Reminder Message” will be used for the existing automatic late invoice reminder feature. Your client will be reminded every 30, 60 and 90 days of unpaid invoice with this message.
Quotes “Terms & Conditions” and “Invoice Note” are templates where you can edit later when creating or editing a quote or invoice.
Custom Domain Name
This is a pretty rare feature among other popular online invoicing tools. When you send an invoice or estimate from SUBERNOVA, instead of using SUBERNOVA’s domain name for these links, you can use your own. This can be done by setting a custom domain name in your Settings.
For example, our domain name is hex.sg. I created a CNAME record in my zone file on my hosting server’s control panel naming it “admin”. I point this CNAME to “subernova.com”. Back in my Settings, I enter admin.hex.sg without “http://” or trailing slashes and save.
Once you set up your own custom domain name, try accessing it. If it was successful, all your invoices and estimates will be using this domain name. You can even use this address to log in to your SUBERNOVA account!