WEBSITE

  • Navigate to Documents - Invoices
  • Click on the blue button New invoice 
  • A new window appears and you can begin to create an invoice
  • The invoice gets its number automatically - you can alter it if needed now or anytime later
  • Select a client from the list or click on + Create a new client. A new client always appears at the end of the list. You can search for a client as well by writing the name in the client field
  • Enter an item - name, quantity and unit price are mandatory. In case you've selected your company type as “Invoices with VAT” in your Business settings, you can  choose a tax on your invoices
  • You can add an item code or item discount as well, if not visible enable those features at Settings - Document settings
  • Check if the issue date or due date is correct
  • Click on More options to enter a reference number, order number or to choose another payment type. You can also change the currency, invoice language or add a global discount 
  • Enter or change the introduction text and add some notes if necessary
  • Click on Save
  • A new window with the invoice preview appears
  • At the top of the invoice, there are several icons - here you can change the language of the invoice, edit, duplicate, send, download as PDF, create a credit note, send a reminder and delete the invoice

MOBILE APP

  • In the main menu tap on Documents and Invoices
  • Select the symbol + in the upper right corner
  • A new screen appears
  • Your invoice will get a new number if you are online. Otherwise, the invoice will get a number as soon as your internet connection is active
  • First, tap on Client and either create a client from scratch or tap on Choose from client list if you've already created a client
  • Now you are back at the New invoice screen
  • Select More details to change the invoice number, issue and due date, discount and payment method. You can also add an introduction text and a note. You can also set the document's currency and language
  • When you are ready click on Back to get to the New invoice screen
  • Tap on + Add item to add new services or products (even expenses - read more about the feature here). Either choose items from your list or enter all the necessary information for a new item
    Hint: click on the gearwheel to change your
    vat rate or vat name
  • By clicking on the paperclip icon in the upper right corner, you can add images to the invoice. Take a picture or select from the Gallery, add Name and Description and press Add, then return to the New invoice screen
  • Click on Preview to see your invoice. 
  • By clicking on the upper right icon (three dots) you choose an invoice color, invoice template and several template options (show, hide or rename invoice details)
  • Now your invoice is ready and you can press Save

Note: Items created while creating an invoice are not saved into the Items section. If you want to use the same item in the next invoice again, we recommend creating it in the Items section first.

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