Best Tips for Creating Invoices for Your Business

Are you looking to stay up-to-date on the latest invoice trends? If so, it’s vital that you and your business are aware of the substantial changes that have happened in the last decade. With modern accounting software packages, those tedious and repetitive tasks everybody dreads have become a lot more straightforward. Improved presentation, time savings, and more energy for important duties are just some of the benefits which can be availed of with the right accounting package.

Even though there are work arounds and tricks that allow you to create invoices quicker than usual, nothing is as efficient as a strong accounting software solution. These packages help to take away the repetitive part of invoice creation and allow you to craft professional invoices with ease.

If you are looking for an easy and quick invoicing solution, look no further than Bright’s accounting software, Surf Accounts. This cloud solution gives you a host of features, including the ability to create customisable and professional invoices from anywhere and at any time. Plus, you can automatically send invoices to customers, connect your bank account for payments, and get notified when the invoice has been opened. With so many time-saving aspects (like the ones explored below), it’s easy to see why so many accountants and businesses choose Surf.

Create your invoices in just a few clicks

Need to create invoices quickly? With just a few clicks, you can login, select the sales module, and create a new invoice with all the relevant information for that customer. You can also add a new customer as you go. Once ready, click ‘Save’ and customise with your brand colours and company logo — it’s that easy. Surf allows you to get professional invoices created in minutes.

Create invoices quicker from Quotes and Orders

Feel like you’re wasting time creating invoices for people you have already made a quote or order for? With Surf, you can pull in quotes and orders into your invoice. When creating an invoice, select the customer and click ‘Search’ beside the quotes and orders heading and the previous quote will appear on the results screen. Once selected, all the information will transfer into your new invoice in seconds.

Save time with Recurring Invoices

Does your head feel like it’s going to explode from creating the same invoice week after week? Wave goodbye to that tedious task with Surf’s ‘Recurring Invoice’ feature. Just select the customer, set how often the invoice should be created, and click save. Going forward, you’ll never have to worry about creating that same invoice again — it’s already sorted for you.

Use Quick Invoicing and fill in the blanks later

Don’t have the time to make a detailed invoice? Use the ‘Quick Invoicing’ feature in Surf Accounts — just log in, select your customer, input the cost and create the invoice. Fill in the details later when you’re not under so much pressure. You can even do this on your phone from the Surf Accounts mobile app, which is available on all iOS and Android devices.

What more does Surf have to offer

Surf Accounts is Bright’s cloud accounting software solution that holds an integration with Bright’s payroll software, pre-accounting software solution, Dext Prepare, and more. The software hosts a range of key accounting solutions and additional modules such as inventory management and an in-built CRM system which could be perfect for your small business.

If you would like to learn more about Surf Accounts you can book a free one-to-one demo.

This content may have been developed with the assistance of AI tools. Content is reviewed by a member of the Bright team before publication. Guidance on legislation can be obtained from your industry body.