Brisk Invoicing generates professional quotes and invoices that can be printed or emailed directly from the program. It then keeps track of which invoices have been paid with reports that can be used for chasing overdue invoices or preparing tax and other accounting returns. It also supports automatic statements and recurring billing invoices so you do not need to remember to bill customers.

Features

• Generates professional quotes and invoices quickly
• Ability to print quotes and invoices or send them by email (pdf)
• No need to learn complex accounting software
• Generates comprehensive reports for your accountant
• Automatically records recurring invoices (e.g., monthly invoices)
• Analyze sales by customer, salesperson or item
• Designed to be very easy to use for day-to-day operation

Creating a profile

Once you have created your first invoice, you can go back and fine-tune Brisk Invoice by configuring the program settings in the Settings page. This lets you set up more detail about your business, tax rates, and more.

Brisk Invoice is designed to learn from you as you go. Data, such as customers and invoice items, do not need to be set up in advance. They can be set up as part of the invoice generation process. Brisk Invoice also remembers all your options the first time you do something, so when you do it again it will be faster for you.

Get Started

Click on one of the links below to quickly set up your business and do important tasks such as create an invoice or add a new customer to your account.

Enter Business Name (if available)

Click on this link to go to the Settings tab and enter your business name.

Create an Invoice (if available)

Click on this link to go to the Invoices tab and open the New Invoice window.

Create a Customer (if available)

Click on this link to go to the Customers tab and open the New Customer window.

Verify My Account (if available)

Click on this link to resend a verification email. Once clicked, you should receive an email to your registered email address. Please click on the link in the email to verify your account. If you are having a trouble verifying, please contact our support.

Set My Password (if available)

If you see this link, it means you have not created a password for your account. Click on this link to open the set password window, and enter a new password.

Set Up Sales Tax (if available)

Click on this link to create new sales taxes for business and items as required by your government.

Add a logo (if available)

Click on this link to add your business logo image. This logo will be printed on the invoice printouts and other reports.

Apply a Payment (if available)

Click on this link to apply customer payment to an invoice.

Create an Item (if available)

Click on this link to go to the Items tab and open the New Item window.

Run Recurring Invoices (if available)

Click on this link to view recurring invoices that are ready to be run.

Income By Month

This sections shows your monthly sales (sum of invoices) for the last six months.

New Invoice button (dropdown menu)

Use this button to quickly perform the following actions:

Click on this link to go to the Invoices tab and open the New Invoice window.

Click on this link to go to the Invoices tab and open the New Recurring Invoice window.

Click on this link to go to the Customers tab and open the New Customer window.

Click on this link to go to the Quotes tab and open the New Quote window.

Click on this link to go to the Credit Notes tab and open the New Credit Note window.

Click on this link to go to the Payments tab and open the New Payment window.

Click on this link to go to the Items tab and open the New Item window.

Outstanding Invoices

This list contains all your unpaid and partially paid invoices.

• Search and Filter:
  • Period: Select a date period from this drop-down menu, and click 'Search' button to view the record list from the selected period.
  • Start: Select or enter a start date if you want to view the record list from a custom date period.
  • End: Select or enter a end date if you want to view the record list from a custom date period.
  • Keyword: Enter a search keyword (i.e. customer name, invoice number, item code or description) if you want to further filter the list.
  • Search button: You must click this button to filter the record list for the specified period or search keyword.
• Date: The date the invoice was created.
• Number: This number is automatically generated by Brisk Invoice, but can be changed when creating a new invoice. Click on the link to download the record as a PDF file.
• Customer: The customer's name.
• Amount Due: The amount of payment owed by the customer.
• Total: The total amount of money tendered from the customer.
• Status: This displays the current status of the invoice.
• Sent: This displays a confirmation icon if the invoice has been emailed.
• Action: You can perform the following actions to the customer's entry.
  • Edit: Edit the currently selected invoice record.
  • Save PDF: Save the invoice as a PDF file on your computer.
  • View PDF: Preview the invoice as a PDF file before saving or printing.
  • Save XML: Save the invoice as an EN 16931 standard XML file on your computer.
  • Print Invoice: Select this option to print the invoice.
  • Packing Slip Save the packing slip as a PDF file on your computer.
  • Shipping Label Save the shipping label as a PDF file on your computer.
  • Create Duplicate Create a duplicate invoice as the current.
  • Email: Email the invoice as a PDF file to any email address that you wish.
  • Delete: Delete the invoice permanently and remove it from the list.
  • Payment (if available): Apply customer payment to the invoice.
  • Online Payment (if available): Apply online payment to the invoice.
  • Mark As Sent (if available): Mark the invoice as sent.

Click here to open help manual for the left menu bar.