Send Invoice

The Send Invoice feature on the PiCortex platform allows you to send invoices to your customers, allowing them to pay for your products or services. Here's how to use the Send Invoice feature to manage your invoices efficiently:

1. Create or Edit Invoice

To send an invoice, you first need to create or edit the invoice. You can do this by navigating to the "Invoices" section of the platform and selecting the invoice you want to send. If you haven't created the invoice yet, you can click on the "Create Invoice" button.

2. Send Invoice

Once you have created or edited the invoice, you can send it to the customer by clicking on the "Send" button. The customer will receive an email with the invoice details and a link to pay the invoice.

3. Review Payment

After you have sent the invoice, you should review the payment to ensure that it is accurate and complete. You can do this by checking the payment history for the customer in the "Payments" section of the platform.

Tips for Using Send Invoice

Here are some tips for using the Send Invoice feature effectively:

• Use the Send Invoice feature to quickly and easily send invoices to your customers.
• Review the invoice carefully before sending to ensure that all details are accurate and complete.
• Customize the invoice to match the specific needs of your organization.

Conclusion

The Send Invoice feature on the PiCortex platform allows you to send invoices to your customers, allowing them to pay for your products or services. By creating or editing the invoice, sending it, and reviewing the payment, you can efficiently manage your invoices. Use the tips provided to make the most of this feature and streamline your invoice management process.