How to make invoices with MGest? If you are looking for a simple and efficient way to generate invoices for your business, MGest is the perfect tool for you. With MGest, you can create and customize your invoices quickly and securely. With just a few steps, you can add all the necessary details, such as your company name, your logo, products or services sold, and customer information. In addition, you can save and send invoices directly from the platform, saving you time and effort. Don't waste any more time looking for complicated ways to invoice, MGest gives you a simple and effective solution.

Step by step -- How to make invoices with MGest?

How to make invoices with MGest?

• Step 1: Access your MGest account. If you don't have an account, register on the MGest website.
• Step 2: Once you are logged into your account, click on the “Billing” option in the main menu.
• Step 3: On the billing page, select the “Create new invoice” option.
• Step 4: Complete the information required for the invoice, such as the customer's name, issue date, and product or service details.
• Step 5: Verify that all the invoice details are correct and click the “Save” button to save the invoice.
• Step 6: After saving the invoice, you will be able to see a summary of it. You can print the invoice or email it directly from MGest.
• Step 7: If you want to make changes to an existing invoice, simply go to the billing section and find the invoice in the list. Click the edit link to modify the invoice.
• Step 8: Remember to enter all necessary details when creating or editing an invoice, as this will ensure the accuracy and legality of your financial documents.

Making invoices with MGest is fast and simple. Follow these steps to create and manage your invoices efficiently. Make managing your business easier with MGest!

FAQ

Frequently asked questions: How to make invoices with MGest?

1. How can I create an invoice with MGest?

1. Access your MGest account.
2. Click on the “Invoices” option in the main menu.
3. Select "Create new invoice."
4. Fill in the required details such as the customer, products/services and amounts.
5. Click “Save” to finish creating the invoice.

2. How can I add products/services to an invoice in MGest?

1. Open the invoice to which you want to add products/services.
2. Click “Add Line” or the “+” symbol to insert a new product/service line.
3. Fill in the required fields, such as description, quantity, and unit price.
4. Click “Save” to add the product/service to the invoice.

3. How can I customize the design of my invoices in MGest?

1. In your MGest account, go to the “Settings” section.
2. Select “Invoice Templates.”
3. Choose a predefined template or create a new one according to your needs.
4. Edit design elements such as colors, logos, and fonts.
5. Click "Save" to apply the changes to your invoices.

4. How can I send an invoice by email with MGest?

1. Open the invoice you want to send.
2. Click "Send by email."
3. Enter the customer's email address.
4. You can personalize the message if you wish.
5. Click “Send” to send the invoice.

5. How can I view the payment history of an invoice in MGest?

1. Access the invoice for which you want to consult the payment history.
2. Go to the “Payment History” section.
3. There you will find a record of all payments associated with the invoice.

6. How can I generate an invoice report in MGest?

1. Go to the “Reports” section in your MGest account.
2. Select “Invoice Report.”
3. Choose filter criteria for the report, such as dates and invoice status.
4. Click “Generate Report” to get the results.

7. How can I search for a specific invoice in MGest?

1. Go to the “Invoices” section.
2. Use the search bar and type the number or name related to the invoice.
3. Press "Enter" or click "Search" to display the search results.

8. How can I modify an existing invoice in MGest?

1. Open the invoice you want to modify.
2. Click "Edit invoice."
3. Make the necessary changes in the corresponding fields.
4. Click “Save” to save the changes made.

9. How can I delete an invoice in MGest?

1. Access the invoice you want to delete.
2. Click "Delete invoice."
3. Confirm the deletion in the confirmation dialog box.
4. Please note that this action cannot be undone.

10. How can I generate a report of pending invoices in MGest?

1. Go to the “Reports” section.
2. Select “Open Invoices Report.”
3. Indicate the filtering criteria if you wish, such as client or date.
4. Click “Generate Report” to get the results.

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