Invoicing

Essentials

• How to create a new invoice
• How to add or edit invoice items
• How to send an invoice to a contact
• How to create a foreign currency invoice
• How to display your IBAN and BIC numbers on invoices
• How to 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 edit a recurring invoice profile or an invoice in a recurring series
• How to create a recurring invoice profile based on an existing invoice
• How to set up and send a ‘Quick Send’ invoice reminder email for an overdue invoice
• How to set up a new recurring invoice profile and send recurring invoices
• How to create an invoice in a foreign language
• How to set up and send automatic reminder emails before an invoice is due

See all 8 articles

Styling your invoices

• How to style your Invoice and Estimate emails
• Creating a custom invoice theme using DevKit
• How to customise an invoice theme using CSS

Invoice Receipt

• Write off an unpaid invoice
• How to mark an invoice as paid
• How to correct a paid invoice

VAT

• How to create a VAT only invoice
• How to record the sale of services to the EU dated on or before 31st December 2020
• How to record the sale of goods to the EU dated on or before 31st December 2020
• How to add VAT to foreign invoices