Steps
Open the navigation menu
Tap the icon ( ☰ ) in the top right.
Tap 'Invoices'
This will take you to your list of invoices.
Open the actions menu
Tap the floating button ( ⋮ ) in the bottom right corner.
Tap 'Create invoice'
Choose this option to start a new invoice.
Add invoice details
• Add a description
• Check the invoice number (automatically generated)
• Set the invoice date
• Set the due date
• Enter a message (optional)Add customer details
Select an existing customer or add a new customer.Add items
• Add a name
• Add a description (optional)
• Set quantity
• Set the unit price
• Set tax type (only if VAT registered)
• Set tax rate (only if VAT registered)Save, review and send
Tap ‘Save’ to review your invoice summary.
Then hit Send Invoice to send it to the customer.
Tips
Invoices are saved as drafts until you send them.
You can edit or update unpaid invoices at any time.
VAT fields only appear if your account is set as VAT registered.
Use the Preview tab after saving to double-check everything.