Mobile app
Tap Documents - Invoices in the main menu
Tap Create new invoice or the + icon in the upper right corner
Select a client from the list or tap + to add a new one - you can also import directly from your phone's contacts
Tap Details to set the issue date, due date, discount, shipping, payment method, currency, and language
Tap + Add item to add your products or services - choose from your saved list or create a new one
Select a payment option
Tap Preview to review the invoice
Tap Save - the invoice number is assigned automatically once you're online
Website
Go to Documents - Invoices and click New invoice
Select a client from the list or click + Create a new client
Add your items - enter name, description, quantity, and unit price; select a VAT rate if applicable
Check the issue date and due date
Click More options to add a reference number, order number, discount, currency, language, or shipping costs
Add an introduction text or notes if needed
Click Save - the invoice preview opens with options to edit, duplicate, send, download as PDF, create a credit note, or delete
Didn't find what you were looking for? Contact our support team and we'll sort it out for you.

