BucketBill

Create an invoice

This is the heart of BucketBill: a booking goes in, an invoice comes out. Here is how to write one, from the first line to a finished PDF your client can pay by scanning.

Start the invoice

  1. Open Invoices and start a new one, from a booking or from scratch.
  2. Pick the client and tour. Dates, prices and VAT fill in from what you set up, so most of the invoice is already written.
  3. Add or adjust line items. Quantities, unit prices and VAT calculate as you go, with a running grand total.
The BucketBill invoice editor with a client selected and the Save and Finalize buttons in the header.
Pick the client and tour; the date, customer and company details are ready to fill in.

Draft, then finalize

While you are still working, save it as a draft. You can change anything, and required custom fields do not block a draft. When it is ready, finalize it.

The line items table with quantities, unit prices and VAT, above the grand total and the Save and Finalize buttons.
Line items, VAT and the grand total update as you go. Save keeps a draft; Finalize locks it as a record.

Finalizing locks the invoice so it becomes a proper record; you cannot quietly edit a finalized invoice. If something needs to change afterwards, issue a credit note.

Send it and get paid

Generate the PDF. It carries your company header, the VAT breakdown, and a scan-to-pay QR code that pre-fills a bank transfer for your client. From there you can save it, print it, or email it, depending on your device.

A finished invoice PDF showing the line items, a scan-to-pay QR code and the total payment amount.
The finished PDF carries your VAT breakdown and a scan-to-pay QR code your client can scan to pay.

Related