Why Efficient Invoicing Matters

Before we jump into the how-to, let's quickly cover why mastering this process is crucial:

1. Faster Payments: The quicker you invoice, the quicker you get paid.

2. Professional Image: Clean, accurate invoices boost your company's image.

3. Accurate Tracking: Proper invoicing ensures all your sales are recorded correctly.

4. Commission Calculation: Cosmicly uses these invoices to calculate commissions automatically.

Now, let's get to the good stuff!

Creating a New Invoice

1. Navigate to the Invoices section in your Cosmicly dashboard.

2. Click the "+ New Invoice" button in the top right corner.

3. You'll see the "Create Invoice" popup window. Let's break it down:

Details Section

• Customer: Select the customer from the dropdown. If they're not there, you can add a new one.

• Product: Choose the product or service you're billing for.

• Price: Select the pricing option. This will auto-populate based on your product settings.

• Change price: Need to adjust the price? Click here to customize.

Owners Section

• Member: Select the team member responsible for this sale.

• Role: Assign their role for this specific sale (e.g., Closer, Account Manager).

Settings

• Custom "Thank You" page URL: Toggle this on to set a specific landing page for after payment.

• If your workspace doesn't have a default URL set, you'll see a warning. Click "Settings" to set one up.

Sending the Invoice

Once you've filled out all the details:

1. Click "Create Invoice" at the bottom of the popup.

2. You'll see a confirmation screen with the invoice details.

3. From here, you have two options:

   • "Send email": This will send an email with the invoice to your customer.

   • "Copy payment link": This gives you a link you can send to your customer directly.

Managing Invoices

After creating invoices, you can manage them from the main Invoices screen:

• Status: Keep an eye on whether invoices are Active, Completed, or Pending.

• Plan: This shows the payment structure (e.g., $1,000 every month, $500 every week).

• Remaining Payments: For subscriptions or payment plans, this shows how many payments are left.

• Type: Quickly identify if it's a Subscription, Payment Plan, or Single Payment.

Pro Tips for Invoicing Success

1. Use Pre-set Products: Set up your common products and pricing in advance to speed up the invoicing process.

2. Consistent Naming: Use clear, consistent names for your products to avoid confusion.

3. Double-Check Details: Always review the invoice details before sending, especially custom prices.

4. Follow Up: Use the Invoices screen to keep track of pending invoices and follow up as needed.

5. Customize Thank You Pages: Use product-specific thank you pages to guide customers to next steps or upsells.

What's Next?

With your invoice sent, Cosmicly will automatically track the payment and calculate commissions. From here, you might want to:

1. Check the Payments section to monitor incoming funds.

2. Review the Commissions area to see how this sale affects your team's earnings.

3. Dive into Analytics to see how this invoice impacts your overall sales performance.

Remember, every invoice you send through Cosmicly is a step towards more streamlined sales operations and happier sales reps.

Got questions? Don't hesitate to reach out to our support team!