mojoPortal 201: How to Send Out An Invoice from mojoPortal

A mojoPortal-based website is a bit like an online Swiss army knife for small business owners; with the appropriate plugins, you can automate and streamline many regular business processes. With the Web Invoice Pro, you can send invoices online to your clients, while keeping a record of payments available to both you and your client. Here’s how to send your invoices out via the Web Invoice Pro plugin.

We covered installation and e-commerce activation for Web Invoice Pro in this previous article; we’ll pick up from there to outline how to actually send out an invoice to your clients via your mojoPortal-based website.

Click the “Administration” link next to settings on the Invoice Pro instance you’ve added to a page of your mojoPortal-based website. After that, click the “New Invoice” link at the top of the Invoice Administration screen.

You’ll notice that there are several tabs at the top of the “New Invoice” screen:

In addition to the basic fields for your invoice, you can customize your outgoing e-mail invoice, attach a file (such as a .pdf or .jpg, for instance), and track what payments have been made against the invoice.

Notice the “Lookup User” link; this allows you to associate your outgoing invoice with a registered user, in order to allow the user to see their own payment history. You can even re-send the invoice – no more “it was lost in the mail, sorry”!

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Carole Bennett

Carole Bennett is the founder and principal of IndigoTea. As a professional IT consultant, Carole has provided solutions for companies as diverse as Verizon, Frito-Lay, Capital One Auto Finance, and Zales Jewelers, parlaying a unique talent for acting as a translator between the worlds of business challenges and technology solutions. She considers multi-tasking skills gained from simultaneously 1) managing a fire performance troupe, 2) raising a family, and 3) working as a full-time IT consultant excellent preparation for her current career incarnation as the driving force behind IndigoTea. "Fire-breathing redhead on a mission" is not just a metaphorical description!

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