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Invoice Basics

To get you started with invoicing, we've put together a flexible series of guided steps. Feel free to choose the ones that best suit your needs.

Complete Your Company Profile​

Your Company settings

  1. Select Company Settings via the left menu gear icon
  2. Ensure company name, email, and registration number are completed
  3. Check and adjust the invoice address format if necessary
  4. Add and size your logo
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Complete Your Invoice Settings​

Invoice settings

  1. Select Invoice and quote settings via the left menu gear icon
  2. Adjust or customize your invoice language
  3. Review the pre-set payment terms (days)
  4. Add notes to appear on every invoice
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Style Your Invoice​

Invoice templates

  1. Select Templates & brands via the left menu gear icon
  2. Check your Logo & size
  3. Choose a theme for your template
  4. Style your invoice with colors, fonts, and display options
  5. Add attachments to include with each invoice
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Connect a Payment Gateway​

Integrations

  1. Go to Integrations from the left menu
  2. Connect an existing or add new payment integration
    • Stripe
    • GoCardless
    • Apple Pay
    • Google Pay
    • Paypal
    • iDeal (Netherlands)
    • Bancontact (Belgium)
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Add a Manual Payment​

Invoice settings

  1. Select Invoices and quote settings from the left menu gear icon
  2. Add a manual payment method
  3. Add name, customer notes, and payment details
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Setting Up Your Taxes​

Tax settings

  1. Open Tax Settings from the left menu, gear icon
  2. Select the Tax ID tab and update or add your Tax Number
  3. Choose the Single Taxes and create your tax assigning it to your new tax number
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Create Your First Invoice​

New invoice

  1. Open Sales from the left menu, choose Invoices
  2. Click the plus button
  1. Save and review
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What's Next​