Creating Invoices

Creating Customer Invoices

Invoicing is a critical part of your mailbox center operations. This guide covers how to create, manage, and track invoices for your customers.

Invoice Creation Process

Step 1: Access Invoice Center

Navigate to the Billing section in your operator dashboard and select "Create Invoice".

Step 2: Select Customer

Choose the customer for whom you're creating the invoice. The system will automatically populate customer information.

Step 3: Add Line Items

Add services and charges:

• Mail receiving fees
• Scanning charges
• Forwarding costs
• Storage fees
• Any additional services

Step 4: Review and Send

Review the invoice details, add any notes, and send to the customer via email or through the platform.

Invoice Management

Track invoice status:

• Draft: Invoices not yet sent
• Sent: Invoices delivered to customer
• Paid: Invoices with completed payment
• Overdue: Invoices past due date

Best Practices

• Send invoices promptly after service delivery
• Include clear descriptions of all charges
• Set appropriate payment terms
• Follow up on overdue invoices

Learn more about payment processing and handling billing disputes.