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Create your invoices manually by linking them to the respective customer, add the sold items from the corresponding database and complete them with titles and comments to fine-tune their layout.
You can also create your credit notes manually and without necessarily linking them to an invoice. Bloobiz does not overlook any discounts or refunds, thus guaranteeing an automated calculation of your balance so that you are always in sync with your bookkeeping.
Save time with conversion by using the orders already displayed in the interface to complete your sales cycle. You can then easily track all the stages of each transaction, from the offer to the order and, finally, the respective invoice.
Subscriptions have their billing set for a specific date of the month, so Bloobiz generates temporary monthly invoices that are ready to be charged.
Any doubts about the content of an invoice? The Proforma temporary format allows you to edit invoices any time you need to without affecting your bookkeeping even after they have been issued, thus avoiding possible billing mistakes.
Bloobiz gives you total freedom to manage your invoices as you see fit, allowing you to set up your own sales area to support VAT-free invoicing. You'll then be able to exempt your customers from VAT if you wish by configuring not only their respective customer files, but also the corresponding items you sold them.
Write as many start and end texts as you want to use in your sales documents, which you can customise in the languages of your choice and select the most relevant text for the document in question.
Create reminders for unpaid invoices and send them to your customers. You can issue up to 3 reminders per invoice and change the status of the customer (recovery, 1st reminder, etc.) depending on the status of the corresponding invoice. You can also customise these reminders, as well as the charges that are involved.
Record your customer payments from one single interface and select all items to be charged. The amount due is automatically modified accordingly, and once the invoice is paid in full, its status changes to "paid".
To split a payment into several installments, all you have to do is enter an amount lower than the total of the invoice and the remaining amount to be paid will be calculated automatically. This way, you'll prevent future billing mistakes even when processing several payments.
To send invoices or another proof of payment to your customers, all you need to do is e-mail them to the address listed on their corresponding customer records, although you can always choose to print them out on paper and send them by post.
You can display pending (i.e. unpaid) invoices for a given period of time and sort them according to the criteria of your choice (amount, customer's initials, billing status, etc). You will then be able to account for the total amount due on unpaid invoices for each of your customers.
Download your invoices in PDF format and customise their layout by adding elements such as your own logo, legal and banking information, as well as opening and closing texts in your seller area.
You can restrict access to your sales documents and invoicing in general to specific users by configuring their respective rights to read, modify and create new invoices at any time.
Export your invoices in CSV format with all relevant information gathered in your invoicing interface, and choose whether to print or import them in another accounting software program.
Display all statistical data relating to invoicing during a certain period of time, from the number of items sold to the amounts generated and for which type of statistics, among other things. This way, you'll be able to export them in case you need to present and analyse them later on.
Last but not least, you can also register the payment of your customers' pending invoices directly from your brick-and-mortar shop, without it preventing you from charging them for any other purchase at the same time. All you have to do is open their customer file and select the corresponding unpaid invoices to change their status.
