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Create an invoice

This article covers all the ways you can create an invoice in Billdu

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


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