Create an Invoice

The Invoice Generator lets you create professional invoices, quotations, and delivery orders directly from your One Good Card dashboard, with no third-party tool required. This guide walks you through how to create, customise, send, and track each document type.

What Documents Can You Generate?

The Invoice Generator supports three document types:

• Invoice: bill a client for completed work or products
• Quotation: provide a price estimate before work begins
• Delivery Order: confirm the delivery of goods to a recipient

How to Create a New Document

1. Log in to your One Good Card dashboard.
2. Go to Invoices.
3. Click + Create Invoice.
4. Select your template, or create from scratch
5. Fill in the relevant fields (details below).
6. Review the document preview.
7. Click Save.

Filling In Your Document Details

All three document types share a common set of fields:

• Your business name, logo, and contact details
• Client name and billing address
• Document number, issue and due date
• Line items: description, quantity, and unit price
• Discounts: apply a flat amount or percentage rate per line item or across the total
• Tax: add applicable tax rates to the document total
• Shipping fees: include delivery charges where required
• Subtotal and total amount
• Notes or payment terms (optional)

Fill in all required fields before saving or sending. Line items can be added and removed as needed.

How to Request a Signature

You can request one or more signatures on any document before it is considered endorsed.

1. Open your document.
2. Toggle on Request Signature.
3. Enter the recipient's email address.
4. Add additional recipients if more than one signature is required.
5. Click Email to send the document.

Each recipient will receive an email with a link to the document. They can review and sign it directly from their browser, with no account or app required.

You can track signing status from the document view, showing who has signed and who has not yet responded.

How to Send Your Document

Once your document is ready, you have two options:

To send via email:

1. Open the saved document.
2. Click Send via Email.
3. Enter the recipient's email address.
4. Add a message or use an Email template.
5. Preview the email
6. Click Send.

To download as PDF:

1. Open the saved document.
2. Click Actions, then Download as PDF.
3. The file will save to your device and can be shared manually.

Setting Reminders for Unpaid or Unsigned Documents

You can set scheduled reminders to automatically follow up on documents that have not been paid or signed. This helps you stay on top of outstanding items without manual follow-ups.

Reminders can be configured from within the document settings. For a full walkthrough on how to set up and manage scheduled reminders, refer to the Scheduled Reminders help article.

Managing Your Documents

All created documents are saved under Invoices in your dashboard. You can view, edit, duplicate, or delete any document from this page.

Use the duplicate function to create repeat invoices for recurring clients without re-entering all the details each time.

✨ Pro Tips:

• Set up your business details in Templates once and they will auto-populate on every new document, saving time on repeat jobs.
  
• Add your payment terms in the Notes field (e.g. "Payment due within 30 days") to set clear expectations with clients.
• If a document requires multiple signatures, add all recipients at once so everyone receives the request simultaneously.
• Turn on scheduled reminders for unsigned or unpaid documents so nothing slips through the cracks.