Getting started

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17 articles in this collection
Written by Jan

First things first

A brief intro how to get started
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Written by Jan
Updated this week

Set up business details

Enter your business details which will appear on your invoices and other documents
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Written by Jan
Updated over a week ago

Add logo and signature

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Written by Jan
Updated yesterday

Invoice template settings

Change default settings such as color, layout and template. Hide, show or rename labels and texts
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Written by Jan
Updated this week

Create an invoice

Create your first invoice
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Written by Jan
Updated yesterday

Preview an invoice

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Written by Jan
Updated today

Email an invoice

Email and send invoices
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Written by Jan
Updated today

Share an invoice

Share an invoice by sending an online link
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Written by Jan
Updated over a week ago

Print an invoice

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Written by Jan
Updated over a week ago

Create a client

Create and edit clients, client lists and import clients from contacts
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Written by Jan
Updated yesterday

Create items

Save items, products and services
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Written by Jan
Updated this week

VAT and tax

Change your vat, tax settings, IRPF and HST
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Written by Jan
Updated yesterday

Payment options

Set up online payments and bank details
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Written by Jan
Updated yesterday

Add payment

Add and remove payments. Mark an invoice as paid by adding a payment or add partial payments and deposits
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Written by Jan
Updated over a week ago

Document types and differences

Explaining differences between proforma, quote, estimate, purchase order, credit note and delivery note
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Written by Jan
Updated over a week ago

Duplicate invoices

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Written by Jan
Updated yesterday

Create Invoice from other document

Create invoice from estimate, quote, order or proforma invoice
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Written by Jan
Updated yesterday