Invoicing
How to create, edit, send and manage invoices in FreeAgent.
Essentials
- Adding a payment link to your invoices
- How to mark an invoice as paid
- How to record income without creating invoices
- Write off an unpaid invoice
- How to save an invoice as a PDF
- How invoice numbering works in FreeAgent
Creating an invoice
Editing an invoice
Styling an invoice
- Customising a theme for invoices and estimates
- How to change the theme of an invoice
- Changing the size of your logo on an invoice
- Choosing a default theme for your invoices
- Create a custom invoice theme using CSS
- Customise an invoice theme using CSS
Invoice email templates
- How to send an invoice to a contact
- Set up and send automatic emails for new invoices
- Set up and send automatic reminder emails before an invoice is due
- How to set up and send a ‘Quick Send’ invoice reminder email for an overdue invoice
- Set up automatic thank you emails for paid invoices
- How to style your invoice and estimate emails