7 Features That Make Supreme Invoices Basic Worth Using

Supreme Invoices Basic: Quick Start GuideSupreme Invoices Basic is a streamlined invoicing tool designed for freelancers, small businesses, and anyone who needs to create professional invoices quickly and reliably. This guide walks you through setup, core features, workflows, customization, and best practices so you can start billing confidently today.

What Supreme Invoices Basic is best for

Supreme Invoices Basic excels when you need a simple, no-friction way to generate invoices without a steep learning curve. Use it for:

• One-off freelance projects
• Small retainer clients
• Simple product sales without complex tax or inventory rules

Key benefit: it focuses on speed and clarity rather than advanced accounting features.

Quick setup (under 15 minutes)

1. Create an account

   • Visit the Supreme Invoices sign-up page, enter email, choose a password, and confirm your account via email.

2. Company profile

   • Add your business name, logo, address, phone number, and contact email. These appear on all invoices.

3. Payment details

   • Enter preferred payment methods (bank transfer details, PayPal, Stripe connection if available). Test one method to ensure customers can pay smoothly.

4. Invoice defaults

   • Set default invoice terms (e.g., Net 14, Net 30), currency, invoice numbering format, and tax rates if applicable.

5. Create a client

   • Add a client with name, billing address, email, and optionally a default currency or tax settings.

6. Create your first invoice

   • Add line items, quantities, rates, and any discounts. Preview and send via email or download as PDF.

Core features and how to use them

• Invoicing templates
  Choose a template and customize colors and logo so invoices match your brand.

• Line items and descriptions
  Add concise descriptions, quantities, and unit prices. Use the item library for commonly billed services to save time.

• Taxes and discounts
  Apply single or multiple tax rates per line item where supported. Add percentage or fixed discounts at the line or invoice level.

• Invoice numbering and sequences
  Configure automatic numbering (e.g., INV-2025-001). Consistent numbering helps with bookkeeping and auditing.

• Sending and tracking
  Email invoices directly from the app with a customizable message. Track delivery, views, and payment status.

• Payment processing
  If integrated with Stripe, PayPal, or bank transfer, enable instant payments or add a “Pay Now” button on sent invoices.

• PDF export and printing
  Export professional PDFs for offline records or to attach in messages.

Common workflows

• One-off invoice (freelancer)

  1. Create client.
  2. Add single project line item.
  3. Set due date (Net 14).
  4. Send invoice and follow up after 7 days if unpaid.

• Recurring billing (simple retainer)

  1. Create recurring invoice with monthly frequency.
  2. Enable automatic payment via Stripe (if available).
  3. Monitor monthly payments and adjust as needed.

• Partial payments and deposits

  1. Add a line item labelled “Deposit” or set up a payment schedule.
  2. Record partial payment when received; the system updates balance owed.

Customization tips

• Keep descriptions short but clear — clients should understand charges at a glance.
• Use your brand colors and logo for trust and recognition.
• Customize the email message template with payment instructions and late fee terms.
• Create saved items for repeated services (e.g., “Hourly Consulting — $75/hr”).

Integrations and compatibility

Supreme Invoices Basic typically supports:

• Payment gateways (Stripe, PayPal)
• CSV import/export for clients and invoices
• PDF generation
• Basic bookkeeping exports (CSV) for accountants

Check the app’s settings or documentation for exact available integrations; Basic plans may limit some connections.

Troubleshooting common issues

• Invoice not sending: verify client email and SMTP or app email settings.
• Payments not appearing: confirm payment gateway credentials and test a small payment.
• Tax calculation errors: ensure tax rates are set correctly per jurisdiction and applied to the correct line items.
• Missing logo on PDF: upload a high-resolution PNG/JPG under company profile and re-generate the invoice.

Best practices for faster invoice-to-cash

• Send invoices immediately upon project completion.
• Include clear payment terms and multiple payment options.
• Set up automated reminders at 7, 14, and 30 days past due.
• Keep concise but complete descriptions to minimize disputes.
• Reconcile payments weekly and export data for bookkeeping.

Security and data backup

Keep a copy of all invoices locally or in your preferred cloud backup. Use strong, unique passwords and enable two-factor authentication for the account if available. Regularly export your client and invoice CSVs for long-term recordkeeping.

When to upgrade to Pro or a full accounting system

Consider upgrading if you need:

• Multi-currency invoicing and automatic conversions
• Advanced reporting, profit/loss statements, or balance sheets
• Inventory management and purchase orders
• Deep integrations with accounting software (QuickBooks, Xero)
• More payment gateway options or team user roles

If you only need quick, professional invoices with simple tracking, Supreme Invoices Basic is often sufficient.

If you want, I can:

• Draft a ready-to-send invoice template message,
• Create a checklist PDF for onboarding clients, or
• Produce step-by-step screenshots tailored to your platform (web/mobile).