Plannit lets you create invoices quickly and automatically, making everyday life easier and saving hours of paperwork.

The best way to organize your invoices is to link them to the customer's request. We therefore recommend that you see How to link an invoice to the right job file to see the options.

Step 1: Edit the 1. Information section as required (you'll find editing options by clicking on the pencil, calendar and/or arrow icons to access drop-down menus in Plannit as below):

Step 2: Add the products and services previously created in your products and services catalog to the 2. Items section (see Products and services settings if your items have not yet been created):

Taxes will be calculated automatically if you have filled in the Invoices settings.

Step 3: If required, modify the payment schedule automatically copied from your settings on this invoice in section 3. Payment schedule, by clicking on the payment line (see Examples of payment schedules for your invoices to help you):

Once completed, simply send to the customer by clicking on the Send button in the top right-hand corner (computer version) or on the Actions button, then Send (mobile version):

Once sent, the status of the invoice will change from Draft to Sent in the invoice grid of the main menu. Your customer will receive an e-mail that the invoice has arrived (see image), and will be able to view and pay it directly by accessing his secure customer portal, accessible 24/7 and in 1 click:

You'll receive a notification when payment is made, and the status will be automatically updated to Paid in the main menu's invoice grid for easy follow-up.

The following articles may help: