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Our guidelines

How to works invoicing software?

In this invoice guidelines you'll find detailed instructions about invoicing software. If you have any other questions which are not written in this document, please contact our support.

Let's begin:

Before you make an invoice you have to do the following:
  1. Click on the menu on the left top side of your screen and go to "customers" add your customer. We will use the customer to send an invoice to.
  2. Click on the menu on the left top side of your screen and go to "business" to add a new business and your logo.
  3. Click on the menu on the left top side of your screen and click on "products" to add your services or goods.

How to make an invoice?

  1. Click on the menu on the left top side of your screen and go to the "invoices".
  2. Click on the button "Create a new invoice" on the right top side of your screen.
  3. Fill the invoice form correctly and click on save invoice. After you have added the invoice, the added invoice will appear in your list of invoices on the "invoices" page.

How to send a manual invoice?

  1. Click on the menu on the left top side of your screen and click on the "invoices" page.
  2. Go to the invoice that you want to send and click on the "action" button. After that you will have different options, click on "send manual invoice". You will get a new window which asks you if you want to send the invoice or not. If everything is correct click to send your invoice.

How to send a recurring invoice?

  1. Click on the menu on the left top side of your screen and go to "invoices".
  2. Click on "Create a new invoice" and fill the invoice the correctly and afterwards save the invoice.
  3. Go back to the "invoices" page and find the invoice you want to send. Click on the action button and then "Send recurring invoice".
  4. You will be redirected to a new page. Fill in all the information and click on save.
  5. When the invoice is saved, the customer will receive a message that the recurring invoice is started.

How to stop a recurring invoice?

  1. Click on the menu on the left top side of your screen and go to "invoices".
  2. Find the recurring invoice in your list of invoices and click on the "action" button. Now you have the option to stop the recurring invoice.
  3. Pay attention! When the recurring invoice is deactivated the invoice will turn into a manual invoice. You can always turn recurring invoice back on by clicking on the "action" button.

How to edit a invoice?

Everyone can make mistakes which is normal. That is not a problem because you can always edit your invoice. Pay attention! When you have a recurring invoice which has wrong information in it, you have to first stop the recurring invoice and then do your changes.
  1. Click on the menu on the left top side of your screen and go to "invoices".
  2. Go to the invoice which you want to modify and click on "action" and then "edit".

How to make a credit note invoice?

When you make a mistake in your invoice or your customer is not satisfied with your services or goods you are able to make a credit note in our invoicing system.
  1. Click on the menu on the left top side of your screen and go to "invoices".
  2. Click on the invoice which you want to credit and click on "action" and then "credit invoice".

How to archive your invoice?

You can archive the invoices at any moment. This way you can always reuse your invoices.
  1. Click on the menu on the left top side of your screen and go to "invoices".
  2. Click on the invoice which you want to archive and click on "action" and then "Archive".

How to mark an invoice as paid?

When the payment is done, you can set the status of the invoice on paid.
  1. Click on the menu on the left top side of your screen and go to "invoices".
  2. Go to the invoice which is unpaid and click on the "action" button and then click on "Paid".
  3. If you click on "send" a mail will be sent to the customer, which notifies your client that you received the payment.
  4. If you click on "do not send" then the system will not sent an e-mail to the client.

How to mark an invoice as unpaid?

If you accidentally set an invoice on paid you can always change it back to unpaid.
  1. Click on the menu on the left top side of your screen and go to "invoices".
  2. Go to the invoice which is paid and click on the "action" button and then click on "Unpaid".
  3. If you click on "send" a mail will be sent to the customer, which notifies your client that you received the payment.
  4. The system will ask you the following: "Are you sure that you want to change this invoice to unpaid?" Click on the "Unpaid". button.

How to generate your reports?

Detailed search of your invoices by dates, currency, customers and paid or unpaid invoices. And then download a report for your administration.
  1. Click on the menu on the left top side of your screen and go to "reports".
  2. Fill a start and end date or more options and then click on the button "Generate report".

How to add your team members?

With team members you can add more members to your system with different roles such as viewer, standard use and administrator.
  1. Click on the menu on the left top side of your screen and go to "Team members".
  2. Click on the button on the top left to "Add Members" to your environment.

How to change your email content?

With email settings you are allowed to make your customers emails. Please use the indication correctly such as {{ customer }}, {{ invoiceno }}, {{ company }} or {{ invoicelink }}. Combine these terms to set-up your own customer emails when sending invoices.

Indication for the content of your e-mail:
{{ customer }} ==> Customer name
{{ invoiceno }} ==> Invoice number
{{ company }} ==> Company name
{{ invoicelink }} ==> Invoice link
  1. Click on the menu on the left top side of your screen and click on the dropdown menu and click "settings". You will now get the "email settings" options.
  2. Click on the button on the top left to "Add Members" to your environment.