How can we help?

Set up your business

Create your account and get your company ready to invoice.

1. 1Sign up with your email address or continue with Google, then confirm your email.
2. 2Enter your business name, country and contact details.
3. 3Choose your default currency, timezone, date format and number format.
4. 4Say whether you're registered for tax, and add your tax number and first tax rate if you are.
5. 5Optionally upload your logo, pick an accent colour and add your bank details.
6. 6Finish setup to open your dashboard. Everything can be changed later in Settings.

Create and send an invoice

Build an invoice, issue it and share it with your customer.

1. 1Go to Invoices and choose New invoice.
2. 2Pick a customer, or add a new one without leaving the invoice.
3. 3Add lines from your products and services or type them in, with quantity, price, discount and tax.
4. 4Check the totals, then save it as a draft or issue it. Issuing gives it the next invoice number and a secure link.
5. 5Use Share to email the invoice, send it on WhatsApp or copy the link, or download the PDF.

Tip: Issued invoices can still be edited until they're paid. If one was sent in error, cancel it rather than deleting it.

Record a payment

Keep balances right when money arrives.

1. 1Open the invoice and choose Record payment.
2. 2Enter the amount, date, method and an optional reference. Partial amounts are fine.
3. 3Save. The invoice becomes Partially paid or Paid, and a numbered receipt is created.
4. 4From the payment, email the receipt or send a thank-you on WhatsApp.

Tip: Recorded a payment by mistake, or did a cheque bounce? Void the payment from its page and the amount returns to the invoice balance.

Send a quotation and convert it

Agree the price first, then bill without retyping.

1. 1Go to Quotations and choose New quotation. Add lines and set how long it's valid.
2. 2Issue it and share it by email, WhatsApp or link.
3. 3Your customer accepts or declines from the link, or you mark their answer yourself.
4. 4Choose Convert to invoice and create a draft or issue the invoice straight away.

Taxes and currencies

Charge the right tax and bill in your customers' currencies.

1. 1In Settings, open Taxes and add each rate you charge. Mark a rate as included if your prices already contain it.
2. 2Choose a default tax for new items and invoices.
3. 3Set a currency on a customer to use it for their invoices by default, or change it on any invoice.
4. 4On the dashboard and in reports, switch currency to see each one's exact figures.

Reports and statements

Understand the numbers and share them.

1. 1Open Reports and choose a report, such as Outstanding receivables or Profit and loss.
2. 2Filter by date range, currency and, where it applies, customer or status.
3. 3Use Export for a CSV, an Excel-friendly CSV or a PDF.
4. 4For one customer, open their Statement tab, pick a period and download or email it.

Email settings and templates

Control how your emails look and where replies go.

1. 1In Settings, open Email Settings.
2. 2Set the sender name customers see and the address their replies go to.
3. 3Edit the subject and message for each email type, using placeholders like the customer name and amount.
4. 4Check Recent emails to see what was sent and whether any delivery failed.