Invoicing, Customers and Getting Paid
How to Create and Send Invoices for Your Small Business in Big E-Z Books+
Need to send professional invoices to your clients? Big E-Z Books+ has built-in invoicing with customer management, a product/service catalog, automatic payment tracking, A/R aging reports, and invoice emailing — all in one place.
This tutorial shows you how to create an invoice, manage customers, track payments, and see who owes you money.
Best invoicing tool for small businesses that do their own bookkeeping.
Video Script:
Getting paid is the whole point, right? So let’s make sure you have the tools to make it happen.
In Big E-Z Books+, everything lives under one Invoicing tab. You can manage Customers, build a Product/Service Catalog, create and send Invoices, and track Payments — all without leaving the app. A real bonus is you are able to invoice right from your mobile phone as well.
Customers are easy to set up — just a name, email, address, and default payment terms. When you create an invoice, select a customer and their payment terms auto-fill. Less typing, fewer mistakes.
Your Catalog is like a menu of things you sell. Set up items with descriptions and unit prices, and when you create an invoice, just pick from the catalog to auto-populate line items. You can still customize each line, adjust quantities, and toggle whether each item is taxable.
To create an invoice, click New Invoice, pick your customer, add your line items, set a tax rate if needed, add optional notes, and hit Create. Big E-Z Books+ generates a professional invoice number, calculates the due date based on your payment terms, and tracks the status automatically — Draft, Sent, Paid, Partially Paid, or Overdue.
You can email invoices directly from the app, generate PDF versions, record payments against invoices, and see the remaining balance due. When an invoice is fully paid, the status flips to Paid automatically.
Need to know who owes you money? The A/R Aging Report breaks down outstanding invoices by how long they’ve been unpaid — Current, 1-30 days, 31-60 days, and 60+ days past due. It’s your “who do I need to follow up with?” cheat sheet.
And if something goes wrong? You can void an invoice instead of deleting it. Voided invoices stay in the system for your records — because transparency and fraud protection are baked right in.
Invoicing doesn’t have to be a separate app. When it lives in the same place as your books, your revenue tracking stays accurate without any extra work.