Invoicing

Essentials

• Adding a payment link to your invoices
• How to mark an invoice as paid
• Recording income; must I create invoices?
• Write off an unpaid invoice
• Save an invoice as a PDF
• How invoice numbering works in FreeAgent

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Creating an invoice

• Create a new invoice
• Add line items to an invoice
• Add default text to an invoice
• Setting default payment options for your invoices
• Creating staged invoices
• Self-billing invoices

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Editing an invoice

• Correct a paid invoice
• How to edit or delete line items on an invoice
• Change the bank details displayed on an invoice
• How to delete an invoice
• Adding interest or a late payment fee to an unpaid invoice

Styling an invoice

• Customising a theme for invoices and estimates
• How to change the theme of an invoice
• How to change 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

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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
• 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

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Recurring invoices

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

Foreign invoices

• Create a foreign currency invoice
• How do I create an invoice in a foreign language?

Credit notes

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