How to make invoices with Anfix?


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2023-12-27T23:13:52+00:00

How to make invoices with Anfix

How to make invoices with Anfix?

If you are looking for a simple and efficient way to make invoices for your business, you have come to the right place. With Anfix, you can make invoices quickly and without complications. This platform provides you with all the necessary tools to create personalized invoices easily and securely. In this article we will explain step by step how to make invoices with Anfix, so you can start managing your documents in an agile and professional way.

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

How to make invoices with Anfix?

  • Enter your Anfix account: The first thing you need to do is log in to your Anfix account to access the platform and start creating your invoices.
  • Select the “Invoices” option: Once inside your account, find and click on the option that allows you to create new invoices.
  • Fill in the required data: Complete the requested fields, such as customer information, invoice details, and items to be billed.
  • Check the invoice: Before generating it, be sure to carefully review the information entered to correct any errors.
  • Save and/or send the invoice: Once verified, save the invoice for your records and, if desired, send it directly to the customer through Anfix.
  • Download the invoice: Finally, download a copy of the invoice in PDF and save it to your device or storage system.

FAQ

What is Anfix and how does it work?

  1. Anfix is ​​a cloud-based business management and billing software.
  2. It allows companies to take control of their business in a simple and efficient way.
  3. Offers tools for managing invoices, expenses, taxes, payroll and more.
  4. It works through a monthly or annual subscription system.

How to create an account in Anfix?

  1. Enter the Anfix website and click on “Register” in the upper right corner.
  2. Fill out the form with your personal information and that of your company.
  3. You will receive an email with a confirmation link. Click on it to activate your account.

How to make invoices with Anfix?

  1. Log in to your Anfix account and click on the “Billing” tab.
  2. Select "Create invoice" and fill out the required information, such as the client, products or services, and payment method.
  3. Save the invoice and you can download it in PDF format to send it to your client.

How to send an electronic invoice with Anfix?

  1. After creating the invoice, click on the “Send invoice” option.
  2. Select the shipping method, either by email or through the Anfix platform.
  3. Enter the customer's email address and click send.

How to manage invoices issued in Anfix?

  1. In the “Billing” section, click on “Invoices issued.”
  2. You will be able to see a list of all the invoices you have issued, with their status and date of issue.
  3. You can also filter invoices by date, status or client.
  4. To manage an invoice, click on it and you can edit it, send it or mark it as paid.

How to add taxes to an invoice in Anfix?

  1. When creating an invoice, you will find the “Add taxes” option in the product or service details section.
  2. Click this option and select the applicable tax, such as VAT or any other applicable tax.
  3. The invoice will automatically update with the added tax amount.

How to record expenses in Anfix?

  1. Go to the “Expenses” tab and click on “Record expense”.
  2. Fill out the form with the expense information, such as the date, supplier, concept and amount.
  3. Save the expense and it will be recorded in your account for future accounting procedures.

How to track payments in Anfix?

  1. Go to the “Collection and payments” section and click on “Payment tracking”.
  2. You will be able to see a list of all invoices pending collection or paid.
  3. You can filter invoices by date, client or status for better tracking.

How to consult reports and statistics in Anfix?

  1. Go to the "Reports" tab and choose the type of report you want to consult, such as billing, expenses, or balances.
  2. Select the time period and you will get a detailed report with graphs and data relevant to your business.

How to contact Anfix technical support?

  1. On the Anfix website, go to the “Support” or “Contact” section.
  2. You can find a contact form, live chat, or phone contact information to communicate with the technical support team.
  3. You can also access the Help section, where you will find answers to frequently asked questions and tutorials.

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