Create your first invoice

Create your first invoice

Updated over a week ago

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

  • 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

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