How to Create and Send Invoices Through Invocreto: A Step-by-Step Walkthrough

Introduction

Effective invoicing is not just a financial function. They are also the backbone of any successful business model. At Invocreto, we understand the challenges small businesses and business owners face when dealing with invoices. That’s why we developed a comprehensive, user-friendly solution to transform your billing process from a tedious task into a smooth, stress-free process.
For small businesses and entrepreneurs, invoicing often feels complicated and time-consuming. From manual errors to delayed payments, traditional billing methods can slow down growth. This is where smart invoicing tools make a real difference.

Why Proper Invoicing Matters

Before we dive into this step-by-step guide, Let’s understand a bit about why strong invoicing is so important:

• Timely payment guaranteed
• Maintain accurate financial records
• Helps with tax compliance
• Professionally build your business relationships.

Step 1: Log in to your Invocreto Software

To start creating invoices on Invocreto, you need an active account. If you’re new to Invocreto, complete the signup process before logging in. The registration is quick and simple, allowing you to set up your business details and access the dashboard in just a few steps.
👉 You can follow our complete step-by-step signup guide here – https://invocreto.com/blog/efficient-invoicing-and-accounting-invocreto/

Step 2: Complete Your Onboarding Proces

First impressions matter, even in invoicing. Complete your business profile:

Step 3: Build Your Contact Network

Efficiency is key in business. Streamline your invoicing by:

• Add customers and vendors contacts
• Storing email addresses and contact information
• Develop reusable contacts for repeat visits

Step 4: Manage Your Product Inventory

For businesses that focus on products Inventory is very important:

• List your product or service with additional details.
• Set pricing and track available stock
• Quickly add products to invoices with just a few clicks

Step 5: Craft Your Perfect Invoice

Invocreto makes invoice creation easy to use:

• Choose between Sales or Purchase Invoice
• Select customer/vendor from your saved contacts
• Add line items with precise quantity and pricing
• Apply GST and other tax calculations automatically

Step 6: Easy Invoice Delivery

There are a variety of delivery options available to suit your style:

• Invoices are automatically sent to the recipient’s registered email address
• There is no need for manual delivery – the system handles the delivery immediately
• Custom email templates also maintain the professional look of your brand
• Download PDF for alternative sharing

Pro Tips for Invoicing Success

Always double-check invoice details before sending – Make sure client names, amounts, taxes, and due dates are correct to avoid delays or disputes.

Set clear payment terms upfront – Mention payment deadlines, accepted payment methods, and late fee policies clearly on every invoice.

Use professional, consistent formatting – A clean and uniform invoice format looks professional and builds trust with your clients.

Send invoices on time – Create and send invoices as soon as the work is completed to speed up payments.

Follow up promptly on overdue invoices – A polite reminder can help you receive payments faster without affecting client relationships.

Keep records of all invoices – Maintain proper records for tracking payments, audits, and future reference.

Use invoicing software to reduce errors – Automated tools like Invocreto help minimise manual mistakes and save time.

Why Invocreto stands out?

Simple and easy to use
Invocreto is designed for everyone, even if you are not from a finance background. The dashboard is clean, easy to understand, and helps you create invoices without confusion.

Quick invoice creation
You can create and send professional invoices in just a few steps. This saves time and allows you to focus more on running your business instead of paperwork.

Professional and trusted invoices
Invocreto helps you generate clean, well-structured invoices that look professional and build trust with your clients.

All billing in one place
From managing clients to tracking invoices and payments, everything is available in one dashboard. No need to switch between multiple tools.

Made for small businesses
Invocreto understands the daily challenges of small businesses. The features are built to reduce manual work, avoid errors, and make billing stress-free.