To create an invoice in your app or on the web, head to ‘Admin’ > 'Invoices & Bills' > ‘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, go 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. When you create an invoice but are not ready to send it, it'll automatically be saved as a draft.
To add your VAT number, go ‘Admin’ > 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.
To do this, head to ‘Admin’ > 3 dots next to ‘Invoices & Bills’ > ‘Invoice template’.
