Selfany makes managing your transactions professional and straightforward by providing a built-in tool to quickly generate receipts and invoices for your customers. Follow these simple steps to create professional invoices directly from your Selfany dashboard.
Step 1: Log in to Your Dashboard
- Go to Selfany.com.
- Log in using your registered email address and password.
Step 2: Navigate to the Invoicer Tool
- Once logged in, click on the Invoicer option available within your Selfany dashboard tools.
- This feature is specifically designed for easily managing and sending professional receipts and invoices.
Step 3: Create a New Invoice
- Click on Create Invoice.
- Fill in the necessary details, including:
- Customer information (Name, email, address)
- Invoice date and payment terms
- Product or service description, quantity, and price
- Applicable taxes and fees
Step 4: Customize and Send Your Invoice
- Customize your invoice by adding your brand logo, adjusting colors, and providing personalized notes to your customer.
- Preview the invoice to ensure all information is correct and presented clearly.
- Click Send to deliver the invoice directly to your customer's email or download it as a PDF.
Step 5: Manage and Track Payments
- Easily track invoices and their payment statuses right from your dashboard.
- Selfany provides clear analytics to see outstanding payments, fulfilled invoices, and customer payment history.
Automated Receipts:
For transactions conducted directly through Selfany, customers automatically receive receipts confirming their purchase. No manual action is required, saving you time and enhancing customer satisfaction.
Need Help or Have Questions?
If you encounter any issues or have specific questions about generating invoices or receipts, our dedicated support team is available 24/7 via Email, WhatsApp, phone calls, or through our integrated AI support feature.
For more information, visit www.selfany.com.