How to create an invoice?
Only Admin, Finance with transfer rights, and Finance with submit-only rights users can create, edit, and send invoices.
Notes:
Previously used invoice numbers are not reusable, even if the invoice was deleted.
Card payment option and scheduled/recurring Invoices feature are not available yet. We encourage you to submit a request so our team can better understand your needs and provide the most suitable solutions for you.
Follow the steps below to create an invoice.
1. On your Aspire dashboard, click "Invoices" in the left navigation bar (web app) or click "Menu" and choose "Invoices" (mobile app).
2. Click on "➕ New Invoice" in the top right-hand corner, then click "Create a new invoice"
3. Select who the invoice is being sent to or click "New customer"
4. Complete the Invoice Items section, and place the Item Description, Price, QTY, Tax, and Discount. If you need to add another item, simply click on "➕New Item"
Note! If you would like to preview the invoice, click on "Preview" or move forward by clicking on "Next"
5. Complete the Invoice Details section by placing the Invoice Number*, Invoice Date, Due Date, and T&Cs, and select your source of funds** and payment options.
If you would like to preview the invoice, click on "Preview" or move forward by clicking on "Next".
*Note: The invoice number must be limited to a maximum of 13 characters. When entering a discount, you cannot enter a negative value. Simply enter the amount you’d like to deduct, and Aspire will automatically apply the discount to your item.
6. Add a personalised message to the customer and fill out other particulars (if required)
7. Before sending the invoice, we recommend previewing it to ensure it appears as intended. If everything looks good, click "Send Invoice."
Your invoice will then be sent via email to your customer and should appear in your Invoice Dashboard. 
How to upload an invoice?
You can upload any pre-existing invoice you have into our invoicing feature. As an example, if you create your invoices on another product, you can save them and then upload them into Aspire directly.
To upload an invoice, follow the steps by steps below.
On your Aspire dashboard, click "Invoices" in the left navigation bar (web app) or click "Menu" and choose "Invoices" (mobile app).
Click New Invoice in the top right-hand corner
Click on Upload an invoice
Upload the invoice from your computer (we support jpeg/pdf)
Select or Create a new customer to whom you would like to send the invoice to
Fill out the Invoice Details:
Insert invoice number
Pick the invoice date and the due date
Insert terms and conditions that apply to your business (if any)
Select the payment options for your recipient
You can click Preview to view a sample of your invoice or click Next to continue
Customise the appearance of your invoice email to suit your preferences.
Click on Preview to ensure it looks correct. When you're ready, click on Send Invoice
If you're not ready to send this invoice, you can click on "Save as draft". This will keep it in a draft state until you're ready to send it.
How to set automated reminders for invoice payees?
Follow the guides below to set auto-reminder for your invoices.
Setting the auto-reminder after sending the invoice
Once you have successfully sent the invoice, you will see this screen where you can click on "Set a reminder".
This action will prompt a screen to slide out, allowing you to toggle your preferred reminder schedule. Once you have configured your settings, simply click on "Done."
Setting auto-reminders on invoices from your Dashboard
On your Aspire dashboard, click "Invoices" in the left navigation bar (web app) or click "Menu" and choose "Invoices" (mobile app).
Select the invoice of your choice
Scroll down towards the "Reminder" section:
Click "Add" to set automatic reminders for the first time
Click "Edit" to adjust the initially set automatic reminders
Clicn "Remind now" to trigger an email reminder to the customer
Toggle the dates you wish to send the reminder emails to your client, then hit "Done"
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.