How to make invoices with Docuten?
If you are looking for a simple and efficient way to manage your invoices, Docuten is the solution you need. With How to make invoices with Docuten? You will learn everything you need to start using this platform to generate invoices quickly and safely. With the tools that Docuten offers, you can forget about the problems associated with traditional billing and streamline the entire process. Read on to discover how easy it is to create invoices with Docuten and how this tool can benefit your business.
– Step by step -- How to make invoices with Docuten?
- How to make invoices with Docuten?
1. The first thing you should do is log in to your Docuten account. If you don't have an account yet, you can register for free on their website.
2. Once inside your account, Select the option to create a new invoice in the main menu.
3. Fill in the necessary information for the invoice, such as customer information, invoice number, date, and description of the items.
4. Make sure Attach necessary files or documents, such as photographs or forms, if you have them.
5. Review the invoice carefully to correct any errors or missing information.
6. Once you are sure that everything is correct, save the invoice or send it directly to the customer.
7. By last, Download a copy of the invoice for your personal records.
Remember that with Docuten, making invoices is fast, simple and completely secure.
FAQ
Frequently asked questions about how to make invoices with Docuten
How to create an invoice in Docuten?
1. Log in to your Docuten account.
2. Click on “Create new invoice”.
3. Complete the required data.
4. Save and send the invoice to your client.
How to sign an invoice in Docuten?
1. Open the invoice you want to sign.
2. Click “Sign”.
3. Complete the electronic signature process.
4. The invoice will be signed and ready to send.
How to send an invoice by email with Docuten?
1. Access the invoice you want to send.
2. Click “Send by email”.
3. Include the recipient's email address.
4. Send the invoice.
How to manage the sending of invoices in Docuten?
1. Go to the “Invoices” section in Docuten.
2. Filter by status (sent, paid, pending, etc.).
3. Manage invoices according to their status.
4. Track sent invoices.
How to Get a Billing Report in Docuten?
1. Access the “Reports” section.
2. Select the time period you want to consult.
3. Download the report in the desired format.
4. Use the information for your accounting.
How to add taxes to an invoice in Docuten?
1. Create or open the invoice to which you want to add taxes.
2. Click “Add tax”.
3. Select the type of tax and its value.
4. Save changes to the invoice.
How to change the language in Docuten?
1. Log in to Docuten.
2. Go to your profile settings.
3. Select the language you prefer.
4. Save the changes to apply the new language.
How to customize the design of my invoices in Docuten?
1. Access the “Settings” section.
2. Click “Invoice Design.”
3. Customize the visual elements according to your preferences.
4. Save and apply the custom design to your invoices.
How to receive invoice notifications in Docuten?
1. Go to the “Notifications” section in Docuten.
2. Turn on notifications for invoices.
3. Choose the type of notifications you want to receive.
4. Save your settings to start receiving notifications.
How to manage clients in Docuten?
1. Navigate to the “Clients” section in Docuten.
2. Add a new customer or select an existing one.
3. Complete the customer information.
4. Save customer data for future billing.
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