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BillingProductsProducts and inventory

Invoice by product

Collabox customers who sell products necessarily need to invoice by product as well. Good news, the Collabox billing module allows you to do this.

Configure products

The first step is to configure your products in the Collabox. If you haven’t already done so, please pay close attention to this blog post that guides you through this setup. In short, you need to have entered all the details of each product before you can invoice a customer.

Invoice by product

1. From the project

First, move to a project to bill. To do so, click on the “project list ” function in the left menu of your Collabox.

Left menu where you can find the "Project list" function.

Then select the desired project.

Example of a project to be invoiced in the Collabox project list.

Then go to the “Invoicing” tab. Then, add an invoice

Billing tab in the selected project. The "add an invoice" option is visible.

Now review the billing information. Make sure the client name and project title are correct. You can add a product now, if the invoice contains only one, or continue and add them in the next step.

Visual of the page to add an invoice with several drop-down menus and fields to fill.

In the invoice form, add as many elements as you wish. Make sure you put a description, choose the right product and add the quantity. The configuration of your products allows Collabox to automatically fill in the fields associated with the amounts.

Example of adding a product to the invoice.

2. From the Accounting module

There is a second option to bill by product. First go to the “Accounting” module in the main menu.

Collabox main menu where the modules are shown. The cursor points to the Accounting module.

Then manually add an invoice.

Image showing where to click to manually add an invoice on the "invoice list" page. This is the main page of the "Accounting" module.

Fill in the options available to you, then select a product to invoice or add them directly to the invoice in the next step.

Drop-down menu to select a product already registered.

Finally, fill in the quantities and prices manually or add other products as needed.

Example of adding a product to the invoice.

Now you know how to invoice by product!

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274