This appears on your invoice so don't put anything here that you don't want your client to see!
You can select whether you want to automatically email the invoice, invoice reminders and thank you notes. If you’ve set default options for this contact, these will be updated automatically.
Select 'More Options' to show additional settings
Here you'll find other invoice settings such as PO reference and project name.
Finally select 'Create New Invoice'
This automatically saves, creates and shows you a preview of your new invoice.
2 Add some items to your invoice
Select the "Add an Invoice Item" button. This will bring up the ‘New Invoice Item’ screen.
Set quantity and unit
There is a "No Unit" option which will leave this column blank if required.
Add item details
Enter the price per unit price
Choose an income category
Choose which category in your accounts you want this item to appear in.
'Create and Finish' or 'Create and Add Another'
If this is the only item you need to add to your invoice, then select ‘Create and Finish’. If you're going to need to add more items, select 'Create and Add Another'.
3 Send the invoice
You’ve now created a new invoice and added some invoice items. You can choose to save the invoice as a .pdf for printing or for sending as an email attachment.
Alternatively, you can send it by email directly from within FreeAgent. Additional attachments over 7MB will automatically be compressed into a ZIP file, and a link to the download will be sent in the email. Please note that after 120 days the link will expire.
That's it, you've sent your first invoice
Learn more about invoicing
To learn more about invoicing functionality and features in FreeAgent please see the following articles:
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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