Invoicing & Quoting
Getting paid with invoices, quotes, and more
ShoutCMS offers a variety of tools to help you generate professional, accurate invoices, quotes, orders, and more. All of these tools are accessible in the Store area of ShoutCMS.
These tools will help you manage new leads, get paid faster, and grow your contacts.
What's in this article:
1. Creating an invoice or quote
Creating an invoice or quote
With just a few clicks, you can generate a professional invoice or quote from your ShoutCMS platform. Start by going to the Store area of ShoutCMS, and use the Create button.
Once you've selected the type of document you want to create, you'll be able to start populating it line items & notes.
You can quickly assemble the various line items to your invoices, adding any necessarily information, discount, and price information if applicable for each item. You can add as many line items as you need, and can be as detailed as needed.
Once you're satisfied with your invoice, you can either send it directly to the contact, or create a viewable version that you can download as a PDF or print.
Just like invoices, you can put together quotes that you can easily send to any contact in your ShoutCMS platform.
Getting paid, fast
If you are on the eCommerce hosting plan with ShoutCMS, you can configure your payment settings within your invoicing. This will allow your contacts to pay you directly, using a pay button that appears when the invoice is sent to the contact from ShoutCMS.
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