Here's how you create, customise, make changes to and send your first invoice using FreeAgent. If you've been using FreeAgent for a while, here's a refresher.
Select 'Create your first invoice' on the Overview screen. You'll then see the 'New Blank Invoice Template' page.
Choose a client to invoice
Select from your existing contacts or ‘add a new contact’ for your invoice.
You can link the invoice to a project if you like, but that's optional.
Assign an invoice reference number
FreeAgent automatically gives your invoice a default reference number.
Enter the invoice date and set your payment terms
Enter the invoice date, along with your payment terms and the currency of the invoice. If you’ve set specific payment terms for your contact, these will be updated automatically.
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.
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'.
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.
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: