What are the different types of invoicing?

There are a few different types of invoice you can create in Bokio. All of them can be created from the Invoicing section.

What is a quote?

A quote is a first step to creating an invoice. A quote is used to give an offer to your customer for goods or a service. It usually includes a description of the product or job to be done, price, payment and delivery terms.

In Bokio, you can create a quote then use it to create an invoice to save time.

Find out more about how to create a quote

What is an invoice?

An invoice is a document your business (the supplier) will send to a customer (the buyer), stating and requesting the payment you are due for providing a service or for the sale of a product.

When you create an Invoice in Bokio, you can send it to your customer from Bokio, or download a PDF to send it yourself. You have the option to add Stripe as a payment option to offer your customers an easy way to pay online.

Find out how to create an invoice

What is a recurring invoice?

A recurring invoice is the same as a normal invoice, except that it recurs after a certain time period. It is often used for companies who invoice the same customers on a regular basis, for example consultants, landlords or teachers.

In Bokio, you can automate creating recurring invoices, so all you need to do is publish them and send them to your customer.

Find out more about recurring invoices

What is a cash invoice?

A cash invoice is a way of giving a receipt when you get paid immediately. This could be in cash, or via an online method.

What is a credit note?

In the case of a return, compensation, damaged goods, or similar situations, the seller of the product may choose to cancel, also known as credit, the invoice.

When an invoice is credited, the original invoice is cancelled and a credit note is created and then sent to the customer. In Bokio, you can choose to credit an existing invoice or create a standalone credit note.

Find out how to create a credit note