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Creating Invoices With Maestro

The Maestro dashboard allows you to customize and create professional-looking invoices for your clients.

This new invoicing tool allows you to bill clients for your products and services and send invoices with beautifully designed templates. You can also customize your invoice to suit your brand and business—choose a background color, add your company logo, set your desired serialized invoice number, and personalize the invoice with your tax ID and payment details.

Read on to understand how this works.



Getting Started With the Invoicing Tool

  1. Navigate to the side navigation bar on the Maestro dashboard, then click on Client Invoices.
  2. You'll see the invoicing feature highlights. You'll need to enter your business name to proceed.
    Client Invoices in Maestro
  3. Before you can send out your first invoice, you can personalize the invoice as you require. You can modify the following details as mentioned below:

    • Adding your business details: You can choose to add your business name or your business logo. We recommend adding a logo that has your company name. The recommended size for logos is 200 px x 60 px.
      Add your business details under Client Invoices
    • Changing the background color: Choose from a range of color swatches to pick one that reflects your business identity.
      Choose your color swatches
    • Adding your billing address and phone number: The address on the invoice is auto-fetched from your profile. Modifying the address on this page will also modify your profile address.
      Add your billing address
    • Tax ID: Enter your Tax ID in this field.
      Enter tax ID
    • Adding Payment Details: Add the bank details of the account where you would like to receive the invoice payments. You can also mention details of additional payment methods that you support.
      Add payment details

    • Invoice Currency: You can set the currency you want the invoices to be made. We recommend setting up the currency in which you plan to file your taxes.

      Note: This field cannot be edited once an invoice has been generated.

      Set invoice currency
    • Invoice ID and Prefix: Your current invoicing tool likely already has many invoices created with a serialized ID. You can switch to the Maestro invoicing by setting up the desired invoice ID and prefix. All subsequent invoices generated will follow this serialization.

      Note: You won't be able to edit this ID once an invoice has been created in the system.

      Input invoice ID and prefix

During customization, you can also change the template by choosing one from the section on the right side of the page.

Once you have customized the template, you can begin creating your first invoice.

Creating Invoices With Maestro

  1. Click on Create Invoice at the top of the Client Invoices section. You should see a Create an Invoice page:
    Create an invoice page
  2. Enter the client details. You can search from a list of existing clients or add a new client. If you choose to add a new client, they will get added to your list of clients.
  3. Enter the product description, tax details, and the amount. You'll also be able to do the following:
    • Add a line item to your invoice: To add a new line item to the invoice, click the + icon. To remove a description, click the delete in the right-hand corner of the line item you wish to remove.
    • Give a discount: While creating an invoice, you can give discounts and record them on the invoice. Discounts on invoices can be given as a percentage or an absolute value. You can do so by enabling the GIVE A DISCOUNT toggle. The discount field will be added, and the total will be updated automatically.
    • Add a due date: Once a pending invoice passes the due date, its status will change to overdue. You can filter overdue invoices from the Transactions tab to view all overdue payments. To add a due date to the invoice, select the number of days from the Add due date drop-down or choose a custom date.
  4. Preview and Confirm Settings. Once details have been added, click Preview and confirm the details before saving your invoice. If you're creating your first invoice, you will be asked to confirm your invoice number and prefix.

    Note: All subsequent invoices will follow the sequence set from this invoice number and cannot be changed in the future. Make sure to set an invoice number that's appropriate to your tax filing.

  5. Once you have saved the invoice, you can download it and send it to your client.
    Final invoice for client

Invoice Workflow
Invoice workflow

Invoice Status Description Possible Actions
Unpaid When an invoice is unpaid or partially paid, it will reflect a Pending status. •  Mark as Paid
•  Cancel
•  Record a Payment
Paid When the total amount is received, the system will automatically mark the invoice as paid. You can also manually mark an invoice as paid. None
Canceled Once a pending invoice is canceled, you can no longer take action on the invoice. None
Overdue Once a pending invoice passes the due date, it will move to an Overdue status. •  Mark as Paid
•  Cancel
•  Record a Payment

Managing Invoices

Once an invoice is created, you can act on it depending on its current status.
Invoice status on your invoice

  • Record a partial or full payment against an invoice: On the Invoice page, under RECORD A PAYMENT, enter the amount you'd like to record a payment for and click Apply. If this amount is equal to the amount due, the invoice status will change to Paid. Otherwise, the amount due will be updated to reflect the remaining balance.
  • Mark an invoice as paid: In cases where you receive payment from a customer either offline or through an alternate channel, you can mark the invoice as paid by clicking MARK AS PAID.
  • Cancel an invoice: If you wish to cancel an invoice for any reason, click CANCEL, add any applicable notes (optional), and click Cancel Invoice.
  • Print and download an invoice: To print or download an invoice in a PDF format, click on the respective icon(s).

    Note: This can also be done from the Transactions page.

Summary

The Maestro dashboard revolutionizes invoicing by offering businesses a customizable and professional invoicing tool and creating invoices with Maestro tailored to your brand, incorporating your logo, preferred background color, tax ID, and payment details. Key features include personalizing invoices with business details, managing invoice currency, and setting serialized invoice numbers. The system also provides a streamlined workflow for invoice management, allowing you to easily create invoices, manage status (Unpaid, Paid, Canceled, Overdue), and record payments. This tool enhances the invoicing process and aligns with a business’s identity and operational needs, making it an invaluable asset for client billing management.

If you need further assistance, feel free to contact us via Chat or Phone:

  • Chat Support - While on our website, you should see a CHAT bubble in the bottom right-hand corner of the page. Click anywhere on the bubble to begin a chat session.
  • Phone Support -
    • US: 888-401-4678
    • International: +1 801-765-9400

You may also refer to our Knowledge Base articles to help answer common questions and guide you through various setup, configuration, and troubleshooting steps.

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