Generate and Send Professional Invoices in Tekmatix

Keeping track of sales and billing your customers efficiently is essential for running a smooth, profitable business. With TekMatix, you can easily generate, send, and manage invoices—all from one streamlined platform.

👉 Reflect today: Are you managing your invoices professionally, or is it time to upgrade your billing system?

1️⃣ Create & Customize Your First Invoice
To get started, navigate to Payments → Invoices, then click New → New Invoice. Before sending, you can modify your business details (such as your address and website), ensuring a polished and branded invoice.

Next, select your customer from the contact list—their information will be automatically added to the invoice. You can also modify your invoice number, dates, and billing terms under Invoice Settings.

2️⃣ Add Products, Discounts & Payment Schedules
Easily include products or services by clicking Add Product, selecting from your list, and customizing the title, price, quantity, and taxes. Want to offer a discount or set up a payment schedule? Simply adjust those options before finalizing the invoice.

For a more professional touch, you can add terms, notes, or file attachments to the invoice before sending it.

3️⃣ Send & Track Invoices with Ease
Once your invoice is ready, you can save it, send it immediately, or preview it before sending. Customers will receive a secure custom link where they can review and pay the invoice online.

In the Invoices Dashboard, you can track each invoice’s status:
✅ Draft: Not yet sent
✅ Sent: Waiting for payment
✅ Received: Successfully paid
✅ Overdue: Requires follow-up

You’ll also see a summary of due and overdue invoices, making it easy to stay on top of outstanding payments.

💡 Pro Tip: Save time by setting up invoice templates, recurring invoices, and estimates inside TekMatix. This ensures a consistent and automated billing process for your business.

🎉 Ready to simplify your invoicing? Get TekMatix today and send professional invoices with ease!
www.tekmatix.com

#Invoicing #BusinessAutomation #GetPaidFaster #TekMatix #BillingSolutions #PaymentsMadeEasy #OnlineBusiness