User Guide

User Guide

Creating and Managing Contacts

The Client Management screen allows you to view all your contacts and find out more information regarding each one.

From this page you can:

  • Create new contact
  • View contact details
  • Send email
  • Create invoice for contact
  • See invoice history
  • See paid/unpaid invoices
  • Edit/delete contact
  • Search contacts

To create a new contact click on 'New Client'. Once added you can manage contacts by clicking on their contact card within the client management page.

 

On the contact card click:

  • 'View Contact' to view client address and telephone numbers, invoice history and total amounts paid/unpaid
  • 'Send Mail' to open up a basic mail editor to send email from this system
  • 'New Invoice' to create a new invoice or income record for this client

Contact us now with your ideas and suggestions.

Bright Invoicing has been developed in response to a real need for simple to use, invoicing and book-keeping software. Many solutions are over-complicated and difficult to learn. We aim to exceed your expectations. We are constantly developing and improving this system so please let us know what we can change or add.

Contact
Invoicing
Easy invoicing and simple tracking
Expense Tracking
Track overheads and expenses
Contact Management
View contact invoice history and all details
Auto PDF
System generates PDFs for you to quickly view, send or print
Linked Calendar
Link your Google calendar to easily see your diary
Simple Reports
All the reports you need. None of the reports you don't need