Creating a Quick Invoice

BloomNation’s Quick Invoice feature is designed to help florists send simple, professional invoices in just a few clicks—no need for a full event proposal. Whether it’s a last-minute client request or a straightforward billing need, Quick Invoice makes the process easy and efficient.

Quick Invoice WalkthroughBloomNation

Where to Find Quick Invoice

• Events & Invoices Dashboard – Look for the shortcut labeled "Create Quick Invoice"
• All Events & Invoices – Click "Create Quick Invoice"

How to Create a Quick Invoice

1. Add Invoice & Customer Details

Once you open a new Quick Invoice, start by entering:

• Invoice Title – Give it a clear name (e.g., "Spring Gala Invoice" or "Wedding Deposit").
• PO Number (Optional) – If the customer has provided one, you can enter it here.
• Existing Customers – Start typing their name or phone number, and they’ll pop up. Select the right match.
• New Customers – Click "Add New Customer" and fill in their details (name, email, phone, etc.).

2. Enter Event & Customer Details (Optional)

While Quick Invoice is designed to be fast, you still have the flexibility to add extra details if needed:

• Event Start & End Date
• Venue Name & Location
• Notes to the Customer – This could be special instructions, a thank-you note, or reminders about the order.

3. Add Products & Services

Now, it’s time to build the invoice! Adding products is simple:

• Start typing an item name to search your product catalog, or browse for one manually.
  • You can also enter a one-time custom item.
• Select the item—it will auto-fill with pricing and details. Or, enter the details for your one-time custom item.
• Adjust quantity, pricing, or add notes (e.g., “Include white roses instead of pink”).
  • 💡 Pro Tip: You can mark an item as tax-exempt if needed.
• Need to add more? Click "Add Another Item" to keep going.

4. Confirm Pricing & Apply Discounts

Check the invoice total and make any necessary adjustments:

• Add a percentage or dollar-amount discount
• Confirm tax rates and ensure the total reflects any changes

5. Set Up Payments

Invoices can be paid in full or split into multiple payments. Here’s how:

• Click "Add a Payment" – It will default to the full amount.
• Adjust the due date if needed (it defaults to today).
• Allow tip options (if applicable).
• To split payments, click "Add Payment" again—it will automatically divide the total evenly.
• Made a mistake? No problem! Click "Reset Payments" to start over.

6. Add Terms & Conditions (Optional)

If you need to include any policies, agreements, or terms, add them here. This is great for outlining deposit policies, cancellation terms, or any special conditions.

💡 Pro Tip: You can require a signature confirmation for extra security. Just un-check the box, and the customer will need to sign before accepting the invoice.

Final Steps: Sending or Saving the Invoice

• Ready to send? Click "Publish & Send." The invoice will be emailed to the customer immediately.
  Need to come back later? Click "Save as Draft." You can revisit and edit before sending.

Why Use Quick Invoice?

• Fast & Efficient – No need for a full proposal.
• Easy Customer Management – Pull up existing clients or add new ones.
• Flexible Payment Options – Split payments, discounts, and tips.
• Professional & Streamlined – Keep invoicing simple while maintaining a polished look.

That’s it! Now you can send invoices faster than ever, giving your customers a smooth and convenient experience.