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Invoicing

Create professional invoices, manage clients and products, and track payments.

6 videos

1

Setting up clients

Add clients with their company details, EIK number, and contact information.

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2:30

Step 1
2

Managing products & services

Create a product catalog with prices, units, and descriptions.

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2:15

Step 2
3

Creating an invoice

Build an invoice by selecting the client, adding line items, and setting payment terms.

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3:30

Step 3
4

Proforma invoices & credit notes

Create proforma invoices for quotes and credit notes for refunds.

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2:00

Step 4
5

Exporting invoices to PDF

Generate and download professional PDF invoices with your company branding.

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1:45

Step 5
6

Price lists

Set up customer-specific price lists with discount percentages.

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2:00

Step 6

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