Guide to using Invoices

Follow this guide to utilize the Invoice feature.

Updated over a week ago

Note: For businesses incorporated in Hong Kong, you can only create invoices using the SGD, IDR, USD, EUR, and GBP Aspire Account.

How to use the Invoices feature?

See our video below, which covers everything available in our invoices feature:

Receiving payments from your customers just got easier with the Aspires Invoice Feature.

Using our Invoice feature, you can:

  • Create invoices in different currencies based on your active debit account in Aspire (SGD, IDR, USD, EUR, and GBP Account)

  • Create invoices from scratch (with your logo!)

  • Upload existing invoices

  • Manage your receivables via your dashboard. Multiple filtering options

  • See detailed analytics

Notes:

  • The Invoices feature is not yet available for Hong Kong-incorporated businesses.

How to use the Invoices Dashboard & Analytics?

Invoices Dashboard

This is available to any Admin or Finance user. To view this, On your Aspire dashboard, click "Invoices" in the left navigation bar (web app) or click "Menu" and choose "Invoices" (mobile app).

The Invoice dashboard will show all your invoices in different statuses:

  • Draft

  • Due

  • Overdue by XX days

  • Paid - Payment processing

  • Paid - Payment settled

We have a range of filters so that you can filter based on your needs. Such as by due date, invoice status and customer.

Invoices Analytics

To view the analytics feature, all you need to do is hover your mouse over the top section that shows "Total Outstanding, Overdue and Due, Paid".

Click anywhere on this bar to access the analytics feature, which will give you a high-level overview of your business's cashflow.


What information will my payee see when I send them an invoice?

After sending the invoice, your payee will receive an email where they can see the attached invoice.

On that same email, your payees can also click the "Click to pay" button to access a new page with a clearer view of the invoice.

Here, they can easily choose their preferred payment option and view all necessary payment details.

Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.

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