Getting started

First things first

A brief intro on how to get started

Written by Johan
Updated over a week ago

Set up business details

Enter your business details which, will appear on your invoices and other documents.

Written by Johan
Updated over a week ago

Add logo and signature

Written by Johan
Updated over a week ago

Invoice template settings

Change default settings such as color, layout and template. Hide, show or rename labels and texts

Written by Johan
Updated over a week ago

Create an invoice

Create your first invoice

Written by Johan
Updated over a week ago

Preview an invoice

Written by Johan
Updated over a week ago

Add payment/Mark as paid

Add and remove payments. Mark an invoice as paid by adding a payment or add partial payments and deposits

Written by Johan
Updated over a week ago

Create items

Create products and services

Written by Johan
Updated over a week ago

Email an invoice

Email and send invoices

Written by Johan
Updated over a week ago

Create clients

Create, edit and delete clients. Client lists and import from contacts

Written by Johan
Updated this week

Create an expense

Create a new expense

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Updated this week

Print an invoice

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Updated this week

Share an invoice

Share an invoice by sending an online link

Written by Johan
Updated this week

Duplicate invoice

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Updated this week

VAT and tax

Change your vat, tax settings (IRPF, HST) or fiscal year

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Updated this week

Payment options

Set up online payments and bank details

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Updated this week

Document types and differences

Pro forma, quote, estimate, purchase order, credit note and delivery note

Written by Johan
Updated this week

Create credit notes

How to create a credit note from an invoice or from scratch

Written by Johan
Updated over a week ago

Create delivery note

Create a new delivery note or from other documents

Written by Johan
Updated this week

Create invoices from other documents

Create an invoice from estimate, quote, order or proforma invoice

Written by Johan
Updated this week