Add-on modules
Set up invoicing
Configure the invoicing module before you send your first document — numbering, branding and the products you bill for.
Steps
Enable the module
Settings → Modules, as an owner or administrator. Invoicing is restricted to those two roles throughout.
Enter your billing details
Under Settings → Billing, fill in the details that appear on the documents you issue.
Continue your existing numbering
If you are moving from another system, set the numbering to continue from your last number rather than restarting at one. Do this before issuing anything.
Build your product catalog
Add the products and services you bill for, so documents are assembled from a list instead of retyped.
Set the appearance and labels
Add your logo and accent colour, and adjust the document labels to the wording your customers expect.
Decide your late fee policy
Set a flat fee, a monthly rate, both or neither. Rules on maximum fees vary by jurisdiction, so this is your policy to choose.
Invoicing is in beta. It is in daily use, but it is the newest part of the platform and is being actively developed.