Geegpay offers a user-friendly invoicing feature that allows you to create professional invoices for your clients in a few simple steps. Follow this step-by-step guide to generate and send invoices effortlessly:
Step 1: Log In to the Geegpay App
Open the Geegpay app on your mobile device and log in using your registered email address and password. Make sure you have downloaded the official Geegpay app from a trusted source to maintain security.
Step 2: Access the Invoicing Section
Once logged in, navigate to the "Invoice" section on the Geegpay dashboard. The "Invoice" section is where you can manage and create invoices for your clients.
Step 3: Create a New Invoice
Click on the "Create New Invoice" button to start generating a new invoice.
Step 4: Enter Customer Details
Enter your client's name and email address in the provided fields. Optionally, you can add the billing address if
required for the invoice.
Step 5: Continue to Invoice Details
Click "Continue" to proceed to the next step, where you will add specific details for the invoice.
Step 6: Invoice Issue and Due Date
Enter the date you are issuing the invoice and set the due date for payment. This ensures clear communication of payment terms to your client.
Step 7: Product Details
Provide the product or service details for which you are invoicing the client. Include the product name, description, and price for each item.
Step 8: Review and Send
After adding all necessary details, review the invoice to ensure accuracy. Once satisfied, click on "Send" to send the invoice to your client.
Step 9: Client Receives the Invoice
The client will receive the professionally generated invoice in the email address you provided. The invoice will contain all the relevant details, including payment instructions and the total amount due.