The Instant Invoice feature allows you to create, customize, and send professional invoices to your customers instantly. Designed for speed and ease, it ensures your business can bill quickly and present a polished, accurate invoice every time.
This article provides a step-by-step guide to creating an Instant Invoice, divided into eight detailed sections for easy navigation.
Section 1 - Paths to Create an Instant Invoice
There is one way to create an Instant Quote for an existing customer or a new prospect.
Navigate to All-in-1 E-Commerce, then select Create Instant Invoice
From the main left navigation menu, select Payments then Invoices
Then click the Create Instant Invoice button
Section 2 - Company Information
When creating an Instant Invoice, it’s important to include your company information so customers know exactly who the invoice is from. This section appears at the top of the invoice and includes:
Company Name – clearly display your business name
Logo – add your company logo for a professional look
Company Information – email, phone number, and website
Section 3 - Invoice Details
The Invoice Details section captures the essential information about the invoice. When creating an Instant Invoice, make sure to include:
Service – specify the product or service the invoice is for
Service Date – enter the date on which the service was provided
Issued Date – the date the invoice is generated and sent
Payment Due Date – the date by which payment should be completed (optional)
Tip: Clearly setting the payment due date helps ensure timely payment and avoids confusion.
Section 4 - Customer Information
The Customer Information section ensures your invoice is correctly addressed and contains all the details needed to process it. When creating an Instant Invoice, you must include:
Customer Name – clearly identify the recipient of the invoice
Email Address – required for sending the invoice directly
Phone Number – required for contact and follow-up
Address – required for billing
Preferred Language – determines the language of the invoice
Tip: Providing complete and accurate customer information ensures your invoice is professional and accurate
Section 5 - Creating Your Invoice
You can create an invoice in one of two ways:
Custom Invoice with Line Items
Use this option to detail the specific products or services on your invoice. Each line item can be fully customized for accuracy and clarity.When adding a line item, include:
Title/Description – a clear name or explanation of the product or service
Quantity – number of units
Unit Price – cost per unit
Discount – apply a flat amount or percentage (optional)
Labour Time – specify hours or time required for the service (optional)
Total – automatically calculated for the line item
Note: Every invoice must include at least one line item to be valid.
Tip: Carefully completing each line item ensures your invoice is clear, professional, and easy for customers to understand.
Invoice from Existing Bookings (appears only when an existing customer is selected in Section 4)
Easily create an invoice from one or more of the customer’s existing bookings. The selected bookings, along with their services and pricing, are automatically added to save time and ensure accuracy. To include bookings, click Add Bookings and select the desired bookings from the pop-up dialog.
Section 6 - Quote Summary
The Summary section provides a complete overview of the invoice, helping both you and your customer review all important details.
Key elements include:
Customer Notes – an area to add any special instructions or messages for the customer
Subtotal – the total of all line items (or bookings) before discounts and taxes
Discounts – applied discounts for line items (or bookings)
Taxes – any applicable taxes for the invoice
Total Labour Time – the sum of all labour hours included in the invoice (only shown for Custom Invoice with Line Items, see Section 5)
Total – the final amount due for the invoice
Section 7 - Terms & Conditions
The Terms & Conditions section allows you to include any legal or contractual details relevant to the invoice. This area ensures that your customers clearly understand the rules, obligations, or policies associated with your services.
What you can include:
Payment terms and methods
Cancellation or rescheduling policies
Service limitations or guarantees
Any other important conditions that apply to the invoice
Tip: Writing clear and concise terms helps prevent misunderstandings, protects your business, and ensures your customers are fully informed.
Section 8 - CTA Buttons
At the bottom of the Instant Invoice page, you’ll find the Call-to-Action (CTA) buttons that control how you handle the invoice once it’s ready.
Available options:
Save and Send – saves the invoice and sends it directly to the customer via email
Save Only – saves the invoice in MioCommerce without sending it, allowing you to review or edit later
Preview PDF – generate a PDF version of the invoice to review its layout and details before sending
Tip: Use Preview PDF to double-check formatting and information, and choose Save and Send when everything is ready for your customer.
Once your customer receives the Instant Invoice, you can easily track its status directly in MioCommerce under the left-side menu: Payments → Invoices.
👉🏻 Want to try out this feature in our simulated environment: Try Live Tour and become an expert today! 😊