Overview
Creating an invoice in SuoOps is quick and easy. You can create invoices from your dashboard and send them directly to your customers via WhatsApp or email.
Step-by-Step Guide
Step 1: Go to Dashboard
After logging in, you'll be taken to your dashboard. Click the "Create Invoice"button in the top right corner.
Step 2: Add Customer Details
Enter your customer's information:
- Customer Name - The name of your customer or their business
- Phone Number - For WhatsApp delivery (optional)
- Email - For email delivery (optional)
Step 3: Add Line Items
Add the products or services you're invoicing for:
- Description - What you're charging for
- Quantity - How many units
- Unit Price - Price per unit in Naira (₦)
You can add multiple line items to a single invoice.
Step 4: Review and Send
Review your invoice total and click "Create Invoice". You'll then have the option to:
- Send via WhatsApp
- Send via Email
- Download as PDF
- Copy the invoice link
Tips for Your First Invoice
Add your bank details in Settings so customers know where to pay
Upload your business logo for professional-looking invoices
Use clear, descriptive line item descriptions
Set a due date to help track overdue payments
What Happens Next?
Once you create an invoice:
- It appears in your invoice list with "Pending" status
- Your customer receives it via their preferred channel
- They can view, verify, and pay using the invoice link
- You can mark it as paid once payment is received
Need More Help?
If you're having trouble creating invoices, check our FAQ or contact our support team.