Express Invoice Invoicing Software

Getting Started Guide: Express Invoice Invoicing Software Express Invoice by NCH Software is a streamlined tool designed to help small businesses manage billing, track payments, and automate recurring invoices. This guide walks you through setting up the software and creating your first invoice. 🛠️ Step 1: Initial Setup and Company Profile

When you launch Express Invoice for the first time, the setup wizard will prompt you to enter your business details. Accurate information here ensures your invoices look professional and comply with tax requirements.

Company Details: Enter your official business name, address, phone number, and email.

Logo: Upload your company logo (PNG or JPEG) to automatically brand your billing documents.

Tax Settings: Configure your local tax rates (e.g., GST, VAT, or Sales Tax) so the software can calculate totals automatically. Currency: Select your primary operating currency. 👥 Step 2: Adding Customers and Items

Before creating bills, populate your database with your clients and the services or products you sell. This saves time during daily operations. Adding Customers Navigate to the Customers tab on the main toolbar. Click Add New Customer.

Fill in the client’s contact name, billing address, and email address for digital delivery.

Set specific payment terms for this client if they differ from your standard terms (e.g., Net 30). Adding Items (Products/Services) Navigate to the Items tab. Click Add New Item. Assign an Item Code (SKU) and a brief description.

Enter the default selling price and select whether the item is subject to sales tax. 📄 Step 3: Creating Your First Invoice

With your profile, customers, and items configured, you are ready to build and send an invoice. Click the Create New Invoice icon on the home screen.

Select your customer from the dropdown menu; their billing details will auto-populate.

Click on the line-items table to add the products or services provided.

Adjust quantities if necessary; the software automatically calculates line totals, taxes, and final balances.

Add any specific notes or payment instructions (like bank details) in the footer text box. Click Record to save the document to your system. ✉️ Step 4: Sending and Managing Invoices

Express Invoice provides multiple ways to deliver bills to your clients and track their status.

Email Directly: Click the Email button to send the invoice as a PDF attachment directly through the software.

Print or Save: Use the Print or Save as PDF functions if you prefer physical mailing or manual sharing.

Track Status: The main dashboard displays an overview of unpaid, overdue, and paid accounts.

Apply Payments: When a client pays, select the invoice, click Record Payment, and enter the amount received to balance the books.

To help tailor this guide further, let me know if you need instructions on automating recurring billing, setting up credit notes, or generating financial reports.

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