MOBILE APP
In the main menu tap on Documents and Invoices
Click on Create new invoice or select the symbol + in the upper right corner
Create a Client. Select from the list or tap on the + icon to create a client from scratch. You can create a new client from your phone's contacts (Choose from contacts). Save
Select Details to change the issue and due date, discount, shipping or payment method. You can add a header or note. You can also set the document's currency and language
Select Back to get to the invoice screen
Tap on + Add item to add new services or products, even expenses. Either choose items from your list or enter all the necessary information for a new item
Tip: Click on VAT and Settings in the pop-up window to change your VAT rate or VAT name.Select your preferred payment option
By clicking on the Attach photos add images to the invoice. Take a picture or select from the Gallery, add Name and Description and press Add
Click on Preview to see your invoice
By clicking on the upper right icon (three dots) you choose the invoice color, invoice template and several template options (show, hide or rename invoice details)
Your invoice will get a new number if you are online. Otherwise, it will get a number as soon as your internet connection is active
Now your invoice is ready and you can Save it
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 - enter name, description, quantity and unit price. In case you've selected your company type as “Invoices with VAT” in your Business settings, you can choose a tax on your invoices
Check if the issue date or due date are 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, add a discount (in % or as a flat rate) or add shipping costs
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