Mobile app
Tap Documents in the main menu, then select Invoices
Tap Create new invoice or the + icon in the upper right corner
Add a client - select one from your list, or tap + to create a new one from scratch or import from your phone's contacts. Tap Save.
Tap Details to set:
Issue date and due date
Payment method
Discount or shipping costs
Currency and language
Tap Back to return to the invoice
Tap + Add item to add your products or services - choose from your existing list or enter a new item manually
Review the total and confirm the payment option
Tap Preview to check how the invoice looks before saving
Tap Save - your invoice is created and gets a number automatically once you're online
Tip: Tap the three-dot icon in the upper right corner to change the invoice colour, template, or show/hide specific fields.
Website
Go to Documents - Invoices and click New invoice
The invoice number is assigned automatically - you can change it now or later
Select a client from the list, or click + Create a new client
Add your items - enter the name, description, quantity, and unit price. If your account is set to include VAT, you can select a tax rate per item
Check that the issue date and due date are correct
Click More options to:
Add a reference or order number
Change the currency or language
Apply a discount (% or flat amount) or add shipping costs
Add an introduction text or notes if needed
Click Save
The invoice preview opens - from here you can edit, duplicate, send, download as PDF, or create a credit note
Note: Your invoice number is assigned automatically when you're online. If you're offline, it will be assigned once your connection is restored.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.