Invoicing
How to create, edit, send and manage invoices in FreeAgent.
Essentials
- Add a payment link to your invoices
- Mark an invoice as paid
- Record income without creating invoices
- Write off an unpaid invoice
- Save an invoice as a PDF
- How invoice numbering works in FreeAgent
Creating an invoice
- Create an invoice
- Add line items to an invoice
- Add default text to an invoice
- Set default payment options for your invoices
- Creating staged invoices
- Self-billing invoices
Editing an invoice
- Edit an invoice
- Edit or delete line items on an invoice
- Move or reorder line items on an invoice
- Change the bank details displayed on an invoice
- View and edit the income categories allocated to line items on an invoice
- Delete an invoice
Styling an invoice
- Customise a theme for invoices and estimates
- Change the theme of an invoice
- Change the size of your logo on an invoice
- Choose a default theme for your invoices
- Create a custom invoice theme using CSS
- Customise an invoice theme using CSS
Invoice email templates
- 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
- Set up and send a Quick Send invoice reminder email for an overdue invoice
- Set up automatic thank you emails for paid invoices
- Invoice email statuses