After logging into your dashboard, click on the "Invoices" tab in the sidebar and start the invoicing process by clicking the "New Invoice" button.
1. Select your client
If you haven't added any clients yet, this article may help:
2. Select the contact person
The invoice and related emails regarding payment processing will be sent to this email address.
3. Select the project
You can categorize your invoices by assigning them to the related project folder.
4. Select the category and subcategory
Select the type of service you provided.
5. Select how you will collect the payment
If you haven't added a payment collection account yet, currencies will be listed here.
However, please note that while you don't need to have a payment account to create the invoice, you will need one to receive the payment when it arrives.
It is recommended to add a payment collection account while creating the invoice to avoid delays later.
PS: The payment collection account is also referred to as the "Payout Option".
6. Select the service fee payer
The service fee payer is the party responsible for paying Ruul's commission fee.
This can either be you or your client.
The service fee cannot be split between parties.
7. Select the invoice currency
This is the currency your client will use to make the payment.
It can be different from your payout currency.
However, if the payment is made in a different currency, a "foreign exchange fee" will apply.
8. List the services you provided
You can list as many services as you'd like.
For each service item, you'll need to provide a description, quantity, and unit price.
Quantity options include: item, hour, day, week, and month.
9. Review the transaction details
After listing your services, the calculator will show the total amount to be paid by your client and the amount you will receive.
10. Optional fields
Extra Notes
If there's anything you'd like to add as a note for your client, you can enter it here. These notes won't appear on the invoice PDFs, but your client can see them in the invoice details from their dashboard or during guest checkout.
Attach files
You can attach files in the following formats, up to 10 MB:
PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT, JPG, JPEG, PNG, GIF, BMP, ZIP, RAR.
11. Click "Send Invoice"
That's it! What's next?
Your client will receive a payment link in their inbox along with the proforma invoice (the commercial invoice will be shared with them after payment). They can make the payment using the link without needing to register on Ruul.
