Invoicing in Inkle Books lets you build an invoice, email it to your customer, and track whether it's been paid, without leaving your books. The invoice you send and the receivable on your balance sheet are the same record.

You'll find it under Revenue in the left nav.

Steps to follow

1. Head over to the Invoicing section

Log in to your Inkle Books account and navigate to the “Invoicing” section. Here, you’ll be able to create, track, and manage all your invoices from one central dashboard.

‍2. Create a new invoice

Click the “Create Invoice” button to start drafting your first invoice. Enter the necessary details, including your customer’s name, email, and billing address. Add a unique invoice title for easy tracking.

‍3. Fill in your invoice details

Add the title, invoice date, due date, customer details, item details and tax & discount information. List the terms of repayment if any. After this is done, click on preview and send.

‍4. Edit the invoice email‍

Edit the subject line, and body of the email that the invoice will be sent in. You can also attach W-forms or other attachments to this email at this stage.

5. Send the Invoice‍

Once your invoice is ready, preview and edit the email body format and click “Send.” Your customer will receive the invoice via email, along with instructions for making payment. With Inkle Books, sending and managing invoices is seamless, keeping your business’s finances organized and professional.