Payments — advanced
Invoices
Invoices, pro-formas and credit notes numbered in sequence, plus VAT settings.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
When a customer asks for an invoice, and on day one to set up VAT.
Step by step
- 1
Under Invoices & VAT, set the legal name, VAT number and rate; turn on Issue an invoice after each payment if you like.
- 2
For a pro-forma, click New pro-forma, add lines with Add line and click Issue.
- 3
Send the document with Send to the customer in the chat.
Common mistakes
- An issued document isn't deleted; voiding keeps its number so the sequence isn't broken.