Invoicing

Essentials

• Create a new invoice
• Add or edit invoice items
• Send an invoice to a contact
• Multi-currency invoicing
• How to display your IBAN and BIC numbers on invoices
• Create a price list

See all 11 articles

Credit notes

• How to create a credit note from an invoice
• How to match a credit note to an invoice
• How to manually match a credit note to an invoice
• How to create a credit note from scratch

Enhancements

• How to set up and send a ‘Quick Send’ invoice reminder email for an overdue invoice
• Recurring invoice profiles
• How do I create an invoice in a foreign language?
• How to set up and send automatic reminder emails before an invoice is due
• Automatic thank you emails
• How to set up and send automatic emails for new invoices

Styling your invoices

• Style your Invoice and Estimate emails
• Creating a custom invoice theme using DevKit
• Invoice templates: Creating a custom invoice theme with CSS

Invoice Receipt

• Write off an unpaid invoice
• Mark an invoice as paid
• Correct a paid invoice

VAT

• Create a VAT only invoice
• Sell services to the EU
• Sell goods to the EU
• Add VAT to foreign invoices