Help Center

Follow the steps below to create, edit, send, and add a payment to your invoices:

The amount calculations are done automatically as soon as you fill out the invoice.

1. Create an invoice

Go to the page «Estimates/Invoices» and follow these steps:

• Click on «Create an invoice».
• If needed, you can modify the date by clicking on the date in the top right.
• Fill in your client’s details.
• Enter the name in the field «Subject».
• Next, you can enter descriptions, quantities, and unit prices for each line.
• If you need to add more lines, click on «Add a line».
• You can modify the validity date by clicking on it.
• Then you can save or download it.

2. Edit an invoice

To edit an invoice, it’s easy:

Click on the icon

3. Send an invoice

To send an invoice, you can either download it or send it using the sharing function.

• You can download it via the editing mode.
• Or send it by clicking on the icon

4. Add a payment

To add a payment to an invoice, it’s easy:

• Click on the icon
• You will need to specify the payment type (Deposit or Payment).
• Select the client’s payment method.
• Enter the payment date and the amount.
• Then validate by clicking on «Save».