Invoices

e-Janji offers you the opportunity to conveniently send invoices for your services. Nevertheless, the process of preparing invoices can be intricate and time-consuming. By utilizing the Invoice feature, all the necessary documentation will be generated automatically and efficiently in PDF format.

The importance of invoices

An invoice comprises the names and contact details of both the customer and the seller, a summary of the services or products provided, the price per item, and the total amount payable. Additionally, invoices typically include a payment deadline, a unique invoice number, and a preferred method of payment.

In order for a company to receive full and timely payment, invoices play a crucial role. Without a proper invoice, it can be difficult to collect payment. Companies typically require a detailed invoice before releasing payment. Payment terms such as immediate payment upon receipt, payment within 30 days of receipt, or payment within 60 days of receipt can aid in the timely collection of receivables. Additionally, including a late fee policy on invoices, such as a RM20 fee for late payments, can encourage prompt payment.

Invoices serve as evidence of the delivery of products and services and validate a company’s entitlement to payment. In the event of non-payment, contracts and invoices can be utilized by an agency to demonstrate to a court of law that the owed amount is legally due. Additionally, a business can maintain records of invoices and payments made to contractors and suppliers to demonstrate that it has fulfilled its contractual obligation to pay.

Creating invoice

To generate an Invoice, simply click on the “Add Invoice” button and proceed to create a fresh Invoice for personal use.

Clicking on the Dynamic contents option enables you to view a comprehensive list of the available Dynamic contents that can be utilized on Invoices to accurately present the relevant data. To ensure accuracy, PDF files can be downloaded and previewed to verify the correctness of the information. Additionally, by selecting the Code view, you have the ability to import your HTML template and utilize it as an Invoice.

Including invoices in notifications

Once invoices have been created and saved, it is necessary to include them as attachments in notifications. The process of adding invoices to various types of notifications is straightforward. To accomplish this, navigate to the Workflow module, proceed to edit the appropriate action, and then include the invoice either as a URL or a file path.

Located at the lower part of the notification template box, there exists a designated area referred to as Attachment(s). Within this specific section, we are able to select the desired Invoice that we wish to include and subsequently preserve the notification settings. Multiple Invoices can be linked to your notification actions as well.