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Invoice management is a crucial component of any business operation. It refers to the process of managing and tracking all the invoices that a business sends and receives. This can be quite a complex task for businesses, especially those that have a large volume of transactions. Here are some key aspects of invoice management:

  • Invoice Creation: This involves generating invoices for goods or services provided by a business. The invoice typically includes details such as the name and address of the buyer, the date of the transaction, a description of the goods or services provided, the amount due, and the payment terms.
  • Invoice Delivery: Once the invoice has been created, it needs to be sent to the customer. This can be done through a digital invoicing system.
  • Invoice Tracking: This involves keeping track of all the invoices that have been sent, making sure they have been received by the customer, and monitoring when they are due to be paid.
  • Payment Processing: Once a payment has been received, it needs to be recorded and matched with the correct invoice.
  • Late Payment Management: If a payment is overdue, businesses need to have a process in place for following up with the customer. This could involve sending reminders, imposing late fees, or even escalating the matter to a debt collection agency if necessary.
  • Reporting: Businesses need to be able to generate reports on their invoicing activities to help with forecasting, financial planning, and tax preparation.
Efficient invoice management is crucial to maintaining positive cash flow, reducing delays, preventing fraud, and maintaining strong relationships with customers.

Create application

CubeDrive provides a simple way for customer to create their online invoice, define their own invoice template, and export PDF format for reference.

  • Create a form to manage customer invoice.
  • An invoice includes a list of cost items.
  • An email notification will be sent to the customer once an invoice is generated.
  • Customer can define the invoice template and export it as PDF.
  • Generate reports.

User can login into system with your CubeDrive account. Click "+ Create Application" button to start build the application with drag and drop method or clone from the existing application. The following image shows an existing application generated as a demo.


Create form

User can login into your CubeDrive account. Click "+ Create Form" button to start build a form with drag and drop method. Enter a list of fields in the form and click "Save & Publish", your form is generated online.


Apply workflow

After user open the form, click icon and start build application business logic. Configure the flow and add email notification to the application.

form

This simple flow is used for notify customer once an invoice is generated. So customer can view and print the invoice online if needs.


Print template setting

You can setup the invoice template and print your own format PDF. After you open the form, click icon and start to enter the print template (html+CSS). You will be able to print your own way invoice. You can also click the Invoice Template to get the example HTML code, paste it to the HTML template area and you will be good to go.

form

See the Invoice PDF Example which was generated in this case.