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Introducing Invoicing

We know how important it is to have a simple and streamlined system put in place; one destination for you and one platform to run your business from. And today, we took another giant step towards building and being the most powerful platform for wedding professionals.

That’s why we are so excited to announce our newest pro feature: Invoicing! 

Now you can create, send, and manage invoices directly in Aisle Planner! No more excel sheet invoices or sending them through another system. Plus, we are already ramping up for our next new feature launch by releasing online payments in beta!


Aisle Planner Invoicing New Feature

How to Create an Invoice

To create an invoice, click the Invoices tab in your Planner Dashboard. Then, click the New Invoice button that you see in the upper left hand corner of your screen and give the invoice a name; after you do, click Create Invoiceand a blank invoice will appear on your screen.

Creating your invoice from there is easy! Simply enter and/or edit the following information:

  • Recipient’s contact information (This should include their mailing address but can also include the purpose for the invoice – something like “For the Wojcik Wedding”)
  • Invoice number (if you do nothing, no invoice number will appear)
  • Set your currency
  • Line items for the services provided or products sold
  • The quantity and rate
  • Any discounts or taxes
  • Set up a payment schedule and due dates
  • Any notes you want to include (ex. payment instructions)

Pro-tip: Make sure you’ve completed the Contact section under your Business Settings. That way, your organization information will automatically get pulled into the invoice.

 

Aisle Planner Invoicing New Feature

Sending Invoices

Once you’ve entered all of the information into your invoice, you can click on the Export button to do one of several things: Preview, Publish, Record Payment, Close or Delete.

We always recommend previewing any documents you send from Aisle Planner so, simply click Preview to have a peek at what your invoice will look like to your client (you can also download the invoice when in preview mode). After you have reviewed everything, click on the Export button and then Publish Invoice. A window will open where you can choose to send the invoice via an email or download it as a PDF. If you choose to send it via an email, simply enter the recipient’s email address, type in a subject line and message, and click Send!

Aisle Planner Invoicing New Feature

We are putting the finishing touches on online payments and have released it in beta! The feature will be released to everyone in the very near future and will allow you to collect payments for your invoices via credit card or ACH.

Interested in joining the Payments beta program? Contact us at customercare@aisleplanner.com.

Managing Your Invoices

You can manage all of your invoices (both drafts and published ones) in your Invoice Manager. After you have created a draft or sent an invoice, when you click on the Invoices tab on your Planner Dashboard, you will see all of your invoice drafts, payments that are coming up in the next 30 days as well as any invoices that were published without a scheduled payment or due date.

Aisle Planner Invoicing New Feature

In addition to highlighting what you have outstanding or in progress under the Current tab, you can easily access an archive of your invoices (active and paid) under the All tab, and your payment history under Payments.

Pro-tip: Create a Vendor Record for your business within the wedding (in case you haven’t already) and break out the same payment schedule. That way, payment notifications are set.

As always, if you have any questions about our new features, don’t hesitate to get in touch! You can check out our FAQs on the support page here or reach us at customercare@aisleplanner.com

About the Author

Christina Farrow
Christina Farrow

As Aisle Planner’s President and Founder, Christina Farrow spends her days dreaming up ways to empower wedding professionals to lead more balanced (and more organized) lives. She loves few things more than her toes in the sand, a glass of champagne and the promise of a great adventure with hubby, daughter and Caucasian Shepherd pup by her side.

8 thoughts on “Introducing Invoicing”

  1. This is super, thanks. As I live in France and my clients live all around the world, they tend to pay by bank transfer – I normally recommend transferwise.com within Europe and sometimes use Paypal for the US, if someone want to pay by card. Would it be possible for you to tell me if I can send an invoice from here without checking either the Cash/Check or Credit Card boxes, as this may confuse my clients, especially as I’ll be asking for a bank transfer? I’ll just put my bank details in each invoice and ask them to pay following my instructions.

    You’re site is almost perfect for me now (nearly signed up for 17 Hats and Hello Sign the other week), so am really happy about all the changes. There is only one thing that I am missing that would be so useful: timesheets. I often have to log my time and having to send timesheets to my clients every week in exel is a real pain. If there was anyway they could log in and see my hours whenever they wanted, or if I could link them to an invoice, or just send them from this site direct, it would be heaven! :@) Here’s hoping……

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      Hannah, SO happy to hear that you are loving Aisle Planner! If you make sure that the Cash/Check and Credit Card boxes are unchecked in an invoice, then your clients will not be given the option to pay that way. If you have any other questions about the new feature, you can email customercare@aisleplanner.com and someone from our customer support team can give you a more thorough answer!

  2. Melissa R. says:

    Love this! Is there a way to remove the “Discount” line? My services rarely have discounts so wouldn’t want to put that thought out there, if you know what I mean. 🙂

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      So happy to hear you love the new feature Melissa! If you don’t enter a discount, that line will not show on the invoice the client receives. You can preview the doc to see exactly what they will receive 🙂

  3. Esme Krahn says:

    Very nice! What’s the transaction fee?

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      Right? We are really excited to beta Payments and release it to everyone in the near future! You can reference this FAQ on the support page for the rates: http://community.aisleplanner.com/support/what-are-the-fees-associated-with-online-payments/

  4. Aisle Planner is just getting better and better! So happy to see it becoming a one stop shop! 🙂

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      Thanks Alicia! So glad that you are excited! We are too 🙂

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