1) Add contacts

Pre-prepare your list of contacts by adding suppliers or clients. You could also upload your list of contacts in bulk.

Choose a default currency to bill your client in. This is not restrictive - you may invoice the same contact in multiple currencies.

Set the client language and optionally a default template - this would apply to invoices, estimates and other contact related documents.

Apply tracking categories to contacts and enable additional filters in your reporting.

2) Make your invoices pretty and functional.

Locate settings on the main menu. Click and view the list of available settings. The Invoicing group begins with Templates. Select the menu Settings-> Templates to:

-Enable invoicing in a second language.

-Upload your logo, signature.

-Change layout, Select colors.

Investigate this and the further personalization options of the Templates feature.

See the rest of the main settings that will assist you with your invoicing.

3) Begin invoicing

From the main menu, go to "Invoices -> +Add". This will open the invoice form with the fields to fill-in. The first step in invoicing is selecting a contact. If this is a new, unregistered client you can create the related contact on the spot.

-Select your contact

-If you wish, select a numbering sequence.

See how numbering works.

To view the invoicing procedure in detail, click on the link of the related guide: Add Invoices.

Tip! If your client is unsure of whether they will use your services, you can first create a quote for them using the "Estimates" function. You will be able to turn them to invoices with a click of a single button.

4) Enter expenses

Enter "Expenses", directly from the main menu and start adding the amounts you paid for company purchases. These expenses could be products like office supplies, hardware, payments made for commissions and services even your power bill.

For your assistance, you can also upload a related receipt as image, to assist you with your registration.

Tip! Try "Recurring expenses" for fixed payments your organization makes on set intervals. Elorus will create the expense registration for you and update your reports.

Expense categories allow you to obtain detailed reporting for your business. As you can see, you don't need to begin a new expenses form for each entry- you can simply include more lines with a different category each.

5) Record unpaid amounts to suppliers

The sister function of Expenses is Bills. Every record created in "Bills" becomes an attribute to your expenses reports.

A bill is essentially an invoice you received by your suppliers and has yet to be paid off. You can create your entry and later on add your payment sent or connect with supplier credit.

6) Let the system do your follow ups

Following up on client balances, notifying team members on due or bout to be due supplier invoices (bills), and more, can be automated through reminders. All you need to do is set up the requirements.

Example below: your team will receive a notification and email each time a bill is soon to expire (the day before).

You can set similar reminders for both your clients and your team in "Settings-> Reminders-> Add"

7) Get custom reporting

Utilize tracking categories and set your own filters or grouping in reports. Example: Sales per representative (invoices per salesperson and sales totals)Go to "Settings-> Tracking categories-> Add" to create filtering/grouping options.

If you select to track sales, you will be able to tag invoices/credit notes issued so you could later group your reports accordingly-elorus will also use your tracking in charts, such us the one below (from "Invoices summary report")

Check out elorus's supported reports and have a look on dashboard: you will find out more about reporting tools that will help you organize your business.

->Does your team take on projects? Have a look on our related quick start guide.

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