How to use Shimbi Invoice effectively

Posted on 31 Aug 2020 18:00 in Shimbi Labs Products
by Zainab Sohangpurwala

Online Invoicing is the need of the hour. It is important has increased as we are fighting the COVID-19 and working remotely. Sending a paper invoice is no more particle. In today's blog, let's learn how to use Shimbi Invoice effectively to save time.

In today's blog, I am going to talk about the 'invoice.' Why are invoices made? Its importance and other related topics. Then I will explain how you can generate an invoice and recurring invoice using Shimbi Invoice.


What Is an Invoice? 

An invoice is a time-stamped commercial document that itemizes and records a transaction between a buyer and a seller. If goods or services were purchased on credit, the invoice usually specifies the terms of the deal and provides information on the available methods of payment. (From Investopedia)


What is online Invoice Software?

Online Invoice Software is an invaluable tool for creating, managing invoices electronically. It provides a way to track the date a good or service was provided, how much money received, and any outstanding debt. It also gives you information about the customer and the business done.


Accept payments online and more.


Advantages of an online Invoice Software.


Invoicing has organized the way customers pay money for your goods and services. A proper invoice that has all the necessary information can save a lot of time for you. It also shows how professional you are.


Sending invoices in Excel sheets is an outdated way of invoicing. Use an online invoice as against paper invoice has added advantages. 


Get paid on time - one of the most important reasons for making an invoice is to get paid on time. If you are a freelancer, small business owner, it is essential to generate and send invoices on time. Online invoice software makes it easy and error-free.


Reduce billing question- if you send a proper invoice with all the necessary information, your customer won't ask you many questions. They will pay the bills on time. Error-free invoice generation is only possible when your software is specially designed for the task. Using generic software like Excel or word is not a good idea.


Track of payments- with proper invoicing software, you can keep track of the invoices sent and payment received without much hassle, in many cases, automate these processes. 


Recurring invoice- some customers who purchase repetitive products or services need to be sent the same invoice every time. If you make the same invoice every time, there are chances you might make a mistake or some time forget to send the invoice. Plus, it's a wastage of time. Hence you can use the 'recurring invoice' feature. It automatically prepares and sends the invoice every month to your customers.


So hope now you know why to use an online invoice.


If you are a freelancer and you have a fixed amount paid for a set amount of work, this feature is a killer for you. 


Recurring Invoices in ShimBi Invoice


The Shimbi Invoice is perfectly made for freelancers and small businesses. It has all the necessary features which save time and effort and get paid on time. You focus on your core business, let Shimbi Invoice collect money for you.


You might be thinking that making invoices is so tricky, but the Shimbi invoice makes it 10x times simple for you.


All you have to do is first make a free account on the Shimbi invoice. Provide your personal and professional details such as name, address, etc. Once your account is set up, you are ready to make your invoice.


How to create a recurring invoice?

Today we will discuss how to create a recurring invoice in Shimbi Invoice.

1. Press the Invoices on the menu bar.

2. After that, select recurring invoices. 

3. Information to be filled for a Recurring Invoice

4. Provide the date when you want the invoice to be sent.

5. Press save, boom, you are done!

Information to be filled for a Recurring Invoice


ShimBi invoice will automatically mail the invoice each week/month/year to your customer. Hence you do not have to make the same invoice again and again.


For detailed guide go here >>


Send auto-reminders.

The invoice is not paid yet; there can be a genuine reason, or a client is habitual to delay payments. Shimbi invoice can send automated payment reminders for you.


To avoid late payments, set up auto-reminders in the Shimbi invoice, and stop worrying.


Invoice Reminder Settings

This feature reminds your customer for the payments of your invoice. To use this feature got to Preferences under the Settings menu and follow these steps -

  1. To set auto-reminders, click on the + Add button.
  2. Add the number of days
  3. Select Before Due Date or After Due Date
  4. Press + Add to add multiple reminders.
  5. Press the Save button.


Shimbi Invoice is ready to work with your customization.


ShimBi Invoice comes with a free SSL certificate; hence all your information is safe and secured. It also includes both online and offline payment methods.


Moreover, it supports multiple currencies so that you can invoice in his local currency.


It is necessary for you to explore software and use it effectively to get the best out of it. Hope today's blog helped you to understand how to use recurring invoice and payment reminders to free up your time in a routine but important task.


About the author

Zainab Sohangpurwala     
Passionate about helping companies grow their business via content marketing.

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