To create an invoice in your app or on the web, select ‘Admin’ > ‘Create an invoice’. From there you’ll be able to add a new customer or select an existing one.
If you want to add and remove customers, or manage their details, head to ‘Admin’ > 3 dots next to ‘Invoices & Bills’ > ‘Customers’.
Add your items (goods and services) by adding a description, units, quantity, and unit price. You can also add the VAT % if you’ve already added your VAT number to your account.
To add your VAT number, go to ‘Admin’ > select the 3 dots next to ‘Invoices & Bills’ > ‘Invoice template’ > ‘VAT number’.
You can manage your invoice details, such as company logo, invoice address, email, phone number and default invoice due dates from the template section.
Go to ‘Admin’ > select the 3 dots next to ‘Invoices & Bills’ > ‘Invoice template’.
To download an invoice or a transaction receipt, go to 'Admin' > 'Invoices & Bills' > select an invoice > 'View invoice' > 'Share'.
