Getting Started
First things first-you'll need to be logged into your BGinvo account. If you're new here, signing up takes less than a minute.
Creating Your Invoice
Head over to your dashboard and click Create Invoice. This is where the magic happens.
Pick Your Client
Select an existing client from your list, or add a new one on the spot. We'll save their details for next time, so you won't have to type everything again.
Set the Basics
Choose your currency and set a due date. Most businesses go with Net 30, but you can pick whatever works for your arrangement with the client.
Add Your Line Items
This is the meat of your invoice. Add each product or service you're billing for:
Payment Details
Don't forget to include your bank details or preferred payment method. The easier you make it for clients to pay, the faster you'll see that money in your account.
Sending It Off
Once everything looks good, you have two options: send it directly via email or download a PDF to share however you like. Either way, your invoice will look polished and professional.
Pro tip: Double-check everything before hitting send. A typo in your bank details could mean payment delays-and nobody wants that.