Customer's invoice management process

Created by Bubblz team

The invoice management process allows you to oversee all the client invoices awaiting for payment. Save time by sending automatically invoice to your client via a public page.

The invoice management process

The process starts with the creation of a new invoice. It can be done through two ways:

  • An external collaborator (a bookkeeper) can create it via a public form; 
  • An internal collaborator can create it directly on the platform.

You have to prepare the invoice and to upload it on the platform. It will be sent automatically to the client via a public page. Then you will be able to archive the file.

Why using this process ?

  • Optimise your invoicing process;
  • Centralise your contents;
  • Insure a reporting of the invoice payment;
  • Convey rapidly documents to your client.

    Save 26 minutes per project

    Import this process for free