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Create your first invoice

Create your first invoice

Updated over a week ago
  • In the main menu tap on Invoices

  • Click on Create new invoice or select the symbol + in the upper right corner

  • Create a Client. Select from the list or tap on the + icon to create a client from scratch. You can create a new client from your phone's contacts (Choose from contacts). Save

  • Select Details to change the issue and due date, discount, shipping or payment method. You can add a header or note. You can also set the document's currency and language. Select Back to get to the invoice screen

  • Tap on + Add item to add new services or products, even expenses. Either choose items from your list or enter all the necessary information for a new item
    ​Tip: Click on VAT and Settings in the pop-up window to change your VAT rate or VAT name.

  • Select your preferred payment option

  • By clicking on the Attach photos add images to the invoice. Take a picture or select from the Gallery, add Name and Description and press Add

  • Click on Preview to see your invoice

  • By clicking on the upper right icon (Settings icon) you choose the invoice color, invoice template and several template options (show, hide or rename invoice details)

  • Your invoice will get a new number if you are online. Otherwise, it will get a number as soon as your internet connection is active

  • Now your invoice is ready and you can Save it

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