We know that the hardest problems have the simplest solutions and so, we’ve introduced a guided interaction for creating invoices. Here’s how you can go about it:
If You’re Just Getting Started On numberz
Step 1: When a new user is signing up, he/she is shown two options – one is “Guide me” and other “I will explore myself”.
Step 2: When the user clicks on “Guide Me”, it will help the user create his/her first invoice after filling major fields like company information, customer info, item info and the price of the transaction. After reviewing the final price and all the details, the user can hit send.
Step 3: Click on the plus icon to navigate to the company information popup, where you can fill up your company details and upload your logo.
Note: The details entered are editable later. All you have to do is, navigate to settings where you can edit and update the company details.
Step 4: Once you have added the details of your company info, the tool tip will guide you through adding customer information. Fill all the required fields in the customer information page. Click on the save button to save all the information and it will be displayed in the invoices page.
Step 5: Click next. Navigate to ‘add new item’ and it will navigate to the item information popup.
Step 6: Click next to review if the given prices are right or not. Click send to save your invoices or send a mail to your customer.
If You’re An Existing User
Step 1: When you click on “Add invoices”, you can see an option called “Guide Me” in the top left corner.
Step 2: Click on “Guide Me” to create your invoice and enjoy the tour as you learn how to create invoices more in detail.