If you are self-employed or have your own business, you are probably familiar with the billing process. Now with CountYa, you can simplify this process and forget about the headaches that come with manual billing. In this article, you will learn how to make invoices with ContaYá quickly and easily, so you can spend more time on your business and less on administration. With the help of this tool, you will be able to manage your invoices efficiently and keep track of your income and expenses in an organized manner.

– Step by step -- How to make invoices with ContaYá?

• Step 1: Enter your ContaYá account with your login credentials.
• Step 2: Once inside your account, select the “Billing” option in the main menu.
• Step 3: Click the “Create new invoice” button to start generating a new invoice.
• Step 4: Fill out the required fields on the invoice template, such as customer information, product or service details, and payment terms.
• Step 5: Verify that all the information is correct and click “Save” to finish creating the invoice.
• Step 6: Once saved, you can download the invoice in PDF format to send it to your client.
• Step 7: In addition, ContaYá allows you to send the invoice directly by email from the platform, if you prefer.

FAQ

Frequently Asked Questions about Billing in ContaYá

How to create an invoice in ContaYá?

1. Log in to your ContaYá account.
2. Click on the “Billing” tab.
3. Select the “Create invoice” option.
4. Fill in the required information, such as the client, the products or services and the amount.
5. Finally, click “Save” to complete the invoice.

How to send an invoice in ContaYá?

1. Access your ContaYá account.
2. Go to the “Billing” section.
3. Select the invoice you want to send.
4. Click on the “Send” option and choose the delivery method, either by email or download.
5. Confirm the shipment and the invoice will be sent to your client.

How to add taxes to an invoice in ContaYá?

1. Enter your ContaYá account.
2. Access the “Billing” section.
3. Select the “Create invoice” option.
4. Fill in the invoice details, including the applicable taxes in the corresponding section.
5. Once completed, save the invoice and taxes will be applied automatically.

How to make a recurring invoice in ContaYá?

1. Log in to your ContaYá account.
2. Go to the “Billing” section.
3. Choose the “Create recurring invoice” option.
4. Fill in the data for the recurring invoice, including the frequency and duration.
5. Save the invoice and it will be automatically generated on a recurring basis according to the established parameters.

How to check the status of an invoice in ContaYá?

1. Access your ContaYá account.
2. Navigate to the “Billing” section.
3. Select the invoice you want to consult.
4. Check the status of the invoice, which can be pending, paid or overdue.
5. You will also be able to see the history of changes and details of the invoice.

How to make a credit to an invoice in ContaYá?

1. Log in to your ContaYá account.
2. Go to the “Billing” section.
3. Select the invoice to which you want to make a credit.
4. Click on the “Make payment” option and enter the amount to pay.
5. Save the credit and it will be reflected in the invoice status.

How to download an invoice in ContaYá?

1. Access your ContaYá account.
2. Navigate to the “Billing” section.
3. Select the invoice you want to download.
4. Click on the “Download” option and choose the download format, either PDF, XML or CSV.
5. The invoice will be downloaded to your device in the selected format.

How to manage payments in ContaYá?

1. Log in to your ContaYá account.
2. Go to the “Payments” section.
3. Select the client or invoice related to the payment.
4. Record the payment, including the amount, payment method and date.
5. Save the payment and it will be registered in your account.

How to customize the design of an invoice in ContaYá?

1. Enter your ContaYá account.
2. Access the “Billing Settings” section.
3. Select the “Customize invoice layout” option.
4. Edit design elements, such as logo, colors, fonts, and add custom fields if necessary.
5. Save the changes and your invoice will have the custom layout configured.

How to generate a billing report in ContaYá?

1. Access your ContaYá account.
2. Go to the “Reports” section.
3. Select the “Generate billing report” option.
4. Filter the report parameters, such as dates, invoice type, clients, etc.
5. Generate the report and you will be able to view and export the information according to your needs.

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