Haven’t Created Your First Online Bill Yet? Now Is the Perfect Time!

Home » Blogs » Haven’t Created Your First Online Bill Yet? Now Is the Perfect Time!
captainbiz havent created your first online bill yet

Table of Contents

The need of the hour 

As 2023 concludes, one thing has become abundantly clear: the inclination towards digital transformation. From retail shops to shopping malls, the importance of going digital shines through. This shift has impacted small businesses as well. With the ease and convenience it offers, the transition to digital billing has proven to be a critical component of success.

According to the Indian Agro & Recycled Paper Mills Association, India’s annual paper consumption amounts to a staggering 13 million tons, yet the country manages to recover a mere 25-28% of this amount for recycling. This leaves a substantial portion of waste paper unaccounted for, as it fails to return to paper mills for the recycling process.

The role of a billing software 

In a world where time and resources are invaluable, the best billing software, like CaptainBiz, helps you eliminate the hassles of paper billing. With this free invoice maker at your disposal, you can enjoy an array of benefits. Here are some of them:

  • More efficiency 
  • Cost-effective
  • Timely payments
  • Error-free transactions 
  • Environment friendly

Effortless digital bill creation with CaptainBiz 

Firsts are always special. With our user-friendly software, you can easily achieve the significant milestone of creating your first online bill. Let’s take a closer look at how to make a bill using CaptainBiz.

Firstly, make an account with CaptainBiz or log in if you are an existing user. You will be redirected to the dashboard. On the left side, you can access the menu. Here’s a breakdown of the sales and purchase invoice creation process:

For sales:

Step 1: Click on ‘new invoice’.

captainbiz sales invoice captainbiz

Step 2: Select the type, i.e., tax exclusive or tax inclusive.

captainbiz new tax exclusive order

Step 3: Add the customer’s name, product, quantity and all other required details. 

captainbiz sales order details

Step 4: Save the invoice. You can also print or send the invoice to the customer via mail.
captainbiz sale order save

For purchase

Step 1: Click on ‘new order’.

captainbiz purcase module captainbiz

Step 2: Select supplier, product, unit and other details

captainbiz purchase details

Step 3: Click on ‘save’ and then ‘generate invoice’.

captainbiz purchase invoice details

Step 4: The invoice date and delivery date will be fetched automatically. Add payment date, document number and other details. 

captainbiz purchase payment date

Step 5: Click on ‘save’. 

captainbiz save and print

The road ahead 

It’s essential to understand that the responsibility of nurturing the health of our planet lies in the hands of our businessmen as well. With the new year approaching, leave behind cumbersome and outdated billing methods. Digital billing not only enhances efficiency but also paves the way for a more sustainable and eco-friendly approach to doing business. 

CaptainBiz, a free invoice maker, is your trusted partner on this journey towards a sustainable future. Let’s unite, make this pledge, and together, we’ll pave the way to a greener, more prosperous, and prosperous future for us all.

FAQ (Frequently Asked Questions)

Q1: Is there a free trial period available?

Yes, we offer a free 14-day trial period

Q2: Do I need any special technical skills to use CaptainBiz for online billing?

No, CaptainBiz is designed to be user-friendly, and you don’t need any advanced technical skills to use it.

Q3: Can I get customer support if I encounter any issues with CaptainBiz?

Yes, our customer support team will address any queries or concerns you may have.

Q4: Can I transition from traditional billing to online billing with ease?

Yes, you can transition smoothly to online billing. The user-friendly interface of CaptainBiz makes the switch hassle-free, even for beginners. 

Q5: What are the cost savings associated with online billing?

Online billing eliminates the need to purchase, print and post paper bills. This helps cut down on costs. 

Q6: Can I access my online bills from anywhere?

Yes, as long as you have a secure internet connection, you can check, edit and share bills from anywhere. 

author avatar
Gaurav Agrawal

Leave a Reply