Mint Invoice – Better Invoicing tool for Individuals, Freelancers & Teams

Introduction

As a small business owner, freelancer, or independent individual, invoicing your clients can be a crucial part of getting paid on time. Manually creating and sending invoices can be time-consuming, tedious, and prone to errors. That's why Mint Invoice, a part of Mint, a personal finance software, has designed a seamless invoicing tool, especially for individuals, freelancers, and teams. Mint Invoice - Better Invoicing is an innovative, user-friendly solution that makes it easy to create and manage professional invoices, freeing up your time to focus on what matters most – growing your business.

Tutorial: Using Mint Invoice - Better Invoicing

In this tutorial, we'll take you step-by-step through the process of using Mint Invoice, covering the setup, invoice creation, payment tracking, and more.

Section 1: Setting up Mint Invoice

To start using Mint Invoice, you'll need to sign up for a Mint account or log in to your existing account. Follow these steps:

1. Go to Mint.com and click on "Sign up" to create a new account. Fill in your personal details, and you'll be prompted to create a unique username and password.
2. Once logged in, click on the "Explore" tab at the top of the screen, then select "Business" > "Invoices" > "Get started with invoicing".
3. Complete the setup wizard by following the prompts. You'll need to link your business bank account to Mint and verify your account details.
4. Choose your pricing plan: Mint Invoice offers three plans – Personal, Plus, and Professional. Personal is free, while the other two require a paid subscription.

Section 2: Creating an Invoice

Now that you're set up, let's create an invoice!

1. Click on the "Invoices" tab on your dashboard, then select "New Invoice".
2. Choose the client and project name from your address book, or add new ones. You can also search for existing clients by name.
3. Select the currency and date for the invoice.
4. Add lines to the invoice by selecting the service or product category, and fill in the quantity, unit price, and total amount.
5. Add any additional expenses, such as taxes, shipping, or fees.
6. Upload attachments, like receipts or files, relevant to the invoice.
7. Review the invoice for accuracy, and make any necessary changes.

Section 3: Sending an Invoice

You're ready to send the invoice! Here's how:

1. Click the "Send" button to generate an email to your client. You can customize the subject and add a personal message.
2. Choose whether to attach the invoice PDF to the email or not.
3. Set the due date for the payment. Mint Invoice will track the status and send reminders.
4. Click "Send Invoice" to deliver it to your client's inbox.

Section 4: Tracking Payments and Invoicing

Monitor your payments and invoicing with Mint Invoice's powerful tracking system:

1. Log in to your account and access the "Invoices" tab.
2. Search for specific invoices, sorted by date, status, or client.
3. View the invoice status – pending, paid, overdue, or refunded.
4. Track the payment timeline, including late fees.
5. resend or regenerate invoices as needed.

Section 5: Common Tasks and Customization

Mint Invoice offers some advanced features and customization options:

1. Re-invoice: Use this option to re-sent invoices with updated totals or without attachments.
2. Payments: View payment receipts and track your financial transactions.
3. Exports: Download your invoice data or export it to spreadsheets.
4. Integrations: Connect Mint Invoice to other Mint apps, such as Mint Payment or Stripe.
5. Custom Branding: Change the layout, colors, and branding to match your business needs.

Conclusion

By following this tutorial, you've successfully set up Mint Invoice and are ready to start creating, sending, and tracking your professional invoices. With Mint Invoice - Better Invoicing, you'll never have to worry about invoicing stress again. Try it now and experience the power of streamlined invoicing!