![]() ![]() If ever there was a time to tune in and understand how AI and technology can unlock prosperity for your business, it’s now. “The short answer is, know where to invest. “The number one question I am asked by our customers is ‘How do I ensure the success of my business?’” said Kelly Vincent, VP of Mid-Market Segment and Product at Intuit. The AI payoff: The time saved by automating tasks allows businesses to focus on other key growth areas, and 43% plan to use the time to develop customer relationships and 36% aim to focus on developing more products and services. Operational tasks ripe for disruption by AI: The top five business operations that owners wish to automate are: expense management (69%), invoicing (68%), completing payroll (51%), running financial health reports (47%), and conducting customer communications (30%). To address these challenges, business owners want solutions that can streamline and automate their operations (38%) and give greater visibility into financial performance (37%).Įssential to their short and long term success, adoption of AI-based tools is top of mind with 35% of small businesses saying they will lack the time to complete important tasks as their business grows.Ĭommon AI investments: The most common AI-based tools small business owners plan to adopt in the next 12 months include solutions for marketing and content creation (34%) and analyzing consumer trends and behaviors (32%), and customer service support (31%). The survey reveals critical areas where small and larger businesses are planning to invest and the potential growth impact of these investments.Īs businesses grow, managing finances and accounting (39%), lacking time to complete important tasks (35%), and dealing with customer related issues (33%) are the top challenges faced by their owners. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. The findings are from a new survey of businesses released today from Intuit Inc. Adding the banners or the header is optional, but we wanted to make sure you have the option to create the best invoice online that suits your needs.įinally, you can preview or directly download your PDF invoice ready for you to send to your client.Despite today’s challenging macroeconomic landscape, the majority of businesses (73%) are prioritizing AI, financial technologies, and expanding e-commerce solutions with an average investment of $45,000 to $142,000 in technology tools to help drive growth and success - up an average of $10,000 from 2022. Customise your invoice by adding your business logo, changing the theme’s color and fonts, or you could even add a header and a couple of banners at the bottom to show your business’s most recent updates or promotions.Add your signature, or create a space for your client to sign the invoice if relevant.Then, to write instructions, payment terms, or any other relevant information, click on the add notes button.Alternatively, you can remove these items so they don’t show on your invoice. If applicable, you can add the sales tax amount and shipping costs on the invoice settings panel.If you are invoicing for multiple goods or services, you can add a new invoice item below the one you created in step 4.You can also directly write down the amount if you did not want to add quantity or rate and remove those two items from the invoice settings panel on the right. Add each product or service as a line item, along with a description, quantity, and rate.Fill out the billed to section with the information of the business or client you are sending the invoice to.Add your business name (or your name if you are a freelancer), your email address, contact number, and address into the billed by section.If needed, you can add more fields, and notes in this section. Enter the information for your invoice including the invoice number, invoice date, and invoice due date.To get you started with your invoice, follow these 10 easy steps: Plus, there are a bunch of setting that you will be able to customise in the right-hand invoice settings panel. How to make an invoice using our free invoice generatorįollow these step-by-step instructions to create a professional invoice that can be customised to your business's specific needs. ![]()
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