Invoicing

Creating an invoice

• Create an invoice
• Duplicate an invoice
• Add line items to an invoice
• Add a note or default text to an invoice
• Add time to an invoice line item
• How invoice numbering works in FreeAgent

Editing an invoice

• Edit an invoice
• Edit or delete line items on an invoice
• Move or reorder line items on an invoice
• View and edit the income categories allocated to line items on an invoice
• Delete an invoice

Payment options

• Invoice payment options
• Add a payment link to your invoices
• Set default payment options for your invoices
• Change the bank details displayed on your invoices
• Display your IBAN and BIC numbers on an invoice

Styling your invoices

• Customise a template for invoices and estimates
• Choose a default theme for your invoices and estimates
• Change the theme of a single invoice
• Change the size of your logo on an invoice

Managing your invoices

• Mark an invoice as paid
• Write off an unpaid invoice
• Save an invoice as a PDF

Sending invoices and email templates

• Send an invoice to a contact
• Automatic emails for new invoices
• Automatic reminder emails before an invoice is due
• Quick Send invoice reminder email for an overdue invoice
• Automatic thank you emails for paid invoices
• Style your invoice and estimate emails

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Recurring invoices

• Set up a new recurring invoice profile and send recurring invoices
• Create a recurring invoice profile based on an existing invoice
• Edit a recurring invoice profile or an invoice in a recurring series
• Add date variables to a recurring invoice profile
• Deactivate or stop a recurring invoice profile

Credit notes

• Create a credit note from an invoice
• Create a credit note from scratch
• Match a credit note to an invoice
• Manually match a credit note to an invoice
• Edit a credit note

Foreign invoices

• Create a foreign currency invoice
• Create an invoice in a foreign language
• Add VAT to foreign invoices

Advanced invoicing

• Migrate your custom CSS theme
• Creating staged invoices
• Self-billing invoices
• Adding interest or a late payment fee to an unpaid invoice
• Create a VAT only invoice
• Create a custom invoice theme using CSS

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