Online Invoice Software
  1. How to make an invoice (video)
  2. How to make an invoice with discounts
  3. How to make an invoice copy
  4. How to make an invoice without TAX
  5. How to create invoices in English, French and other languages
  6. How to create a proforma invoice
  7. How to create a price quote
  8. How to change your account settings
  9. How to make your own custom invoice template
  10. How to create recurring invoices

1. How to make an invoice

1.1 Go to «Invoices» and choose «Add new» and fill out the following form:

How to make an invoice

1.2 (Invoice number): Invoice numbers cannot be repeated

1.3 (Invoice Date): The date on which an invoice is issued.

1.4 (Due Date): The latest date when payment should be made by your customer

1.5 (Type): What is your invoice type?

1.6 (Late fee): How much do you charge for late payments? For example: 1%/day

1.7 (Reference number): A unique number on an order or application that is used to designate and quickly locate that order (optional).

1.8 (Notes in the invoice): Instructions or information that you can put into your invoice (optional)

1.9 (Email text): The text in the body of the email your customers receive with their invoice.

You will have to enter your clients' data manually if your client list is empty.

1.10.1 (Client's company name): Your client's business name.

1.10.2 (Client's company registration number): Your client's business registration number.

1.10.3 (TAX number): Business TAX/VAT registration number (optional).

1.10.4 (Client's company address): Your client's business address.

1.10.5 (Client's company postal code): A series of letters and/or digits (known in various countries as a post code, postcode, or ZIP code).

1.10.6 (Client's email): Client's email address where the invoice will be delivered to.

Once you have filled in your clients' details it is time to add products, quantities and prices. Fill in the product information and press the "Add" button. You can add several products.

1.11.1 (Selected products): This section displays the products/services you have selected for the invoice.

1.11.2 (Add product): Add your products or services

1.11.3 (Products): You can click on your products and services.

1.12 Press the "Save" button once the products are added and your invoice will be ready. You can download it or send it to your clients in PDF/XLS/Word/HTML formats, or edit or delete it.

PDF invoice example:

PDF invoice example:


2. How to make an invoice with discounts

How to make an invoice with discounts

2.1 A discount that applies to all the products and services listed in your invoice can be added as a normal product. The only difference should be a price with a negative value. For example, «Name»: "General discount", «Price»: "-100".

2.2 A discount for specific product or service will be applied if your fill in the discount field with a specific value. There is also an option for a direct discount or a discount that is a percentage of the price.

2.3 It is possible to combine both general and specific discounts:

An invoice sample with discounts:

invoice with discounts


3. How to make an invoice copy

Some invoices have similar details. In this case it is easier to make a copy of the invoice copy and simply edit the copy's quantities or products. Go to the "Invoices" section, choose an invoice and press the "copy" icon. A new copy of invoice will appear at the top of the list.

how to copy invoice

You can edit the invoice details by clicking the "Edit" icon.


4. How to make an invoice without TAX

To make an invoice without TAX you need to set the TAX rate value to "0" in settings.

How to make an invoice without TAX


5. How to create invoices in English, French and other languages

Our software supports a wide range of countries and languages. You can create an invoice in a specific language or for a specific country if you register an account in your prefered language.

How to create invoices in English, French and other languages


6. How to create a proforma invoice

To create a proforma invoice choose invoice «Type» - Proforma Invoice. This can be done during the invoice formation process.

How to create a proforma invoice


7. How to create a price quote

You can create a price quote when you make a new invoice or edit an existing invoice by setting the invoice type to "Price Quote".

How to create a price quote



8. How to change your account settings

Click the "Settings" option in the left menu. There are six sections: User profile, Company details, Payment details, Email settings, Invoice settings, Invoice template.

8.1 User profile:

User profile settings contain user registration data that you can change at any time. Email addresses will be used for notifications as well as for invoice delivery.

User profile - Settings

8.2 Company details:

- (Company name): Your business name

- (Phone): Your business phone number. Example: +1(877) 888 1234.

- (Address): Your business address

- (Postal code): A series of letters and/or digits (known in various countries as a post code, postcode, or ZIP code).

- (Company registration number): Your business registration number



User profile - Company details

8.3 Payment details:

- (Bank name): The name of your bank is required to receive bank wire transfers. Example: City Bank.

- (Bank account number): Your business bank account number. This is required if you want to receive bank wire transfers.

- (SWIFT / ABA): SWIFT or ABA bank code.

- (Bank address): Your bank address (optional).

- (Alternative payment method): Alternative payment method to receive payments from your customers. Example: Paypal.

- (Alternative payment account): Your secondary or alternative payment option ID. Example: my@paypal.com

- (Alternative payment method 2): Alternative payment method to receive payments from your customers. Example: Payoneer.

- (Alternative payment account 2): Your alternative payment option ID. Example: my@payoneer.com

- (IBAN): IBAN - International Bank Account Number

- (TAX number): Business TAX/VAT registration number (optional).

- (TAX(%)): TAX/VAT rate for your business

- (Prices include Tax): Is TAX/VAT already included into your prices or will it be added on top of your prices?.

- (Currency): Select the currency in which you plan to invoice your customers.

- (Date format): The date format used in your country.



User profile - Payment details

8.4 Email settings

- (Email body text): The text in the body of the email your customers receive with their invoice.

- (Email footer text): The email message footer. For example: Best regards, John Johnson, My company LLC

User profile - Email settings

8.5 Invoice settings

(Invoice payment terms(days)): How many days will you give your customers to pay their invoices?.

(Late fee): How much do you charge for late payments? For example: 1%/day

(Unit of measurement): Default unit of measurement for your products or services. For example: kg, m, ....

(Decimal separator): You can choose how to display numbers in your invoices. For example: 100,00 or 100.00

(Logo(.jpg, .png, .gif)): Your business logotype.

Invoice settings

8.6 Invoice template

You can choose any template you would like for your invoices. There are four general formats available: PDF (.pdf), HTML (.html), (.xls), Word (.dotx). It is also possible to modify these or upload your own templates to use.

User profile - Invoice template

9. How to make your own custom invoice template

To customize your XLS/Word/PDF/HTML invoice template you need to download one of the ready XLS/Word/PDF/HTML templates from the list below. There are different blocks starting with the "$" or "{" symbols and ending with "}" symbols. Please do not delete these blocks unless you do not want to see this information on your invoices. You can move the blocks and add any additional information you would like to see on your invoices. If you have any questions, contact our support team and we will always be happy to help you.

9.1. Add new custom parameters.

After adding your new input fields, you can also add new parameters to your invoice template (except to the products module). Remember to fill in the invoice template, in the place where you want to add the new parameter, next text: ${name of the parameter}. For example, “${test}”, where "test" is the name of the parameter.

Note that you must be using the English keyboard layout to access the symbols “$”, “{“, and “}”. Alternatively, you can simply copy these symbols from the template.

Additional input fields

How to make your own custom invoice template

9.2. PDF/HTML:

1. Choose a template by clicking on it. Code will appear in the 3rd section.

2. Modify the code and click "Save".

9.3. XLS/Word:

1. Choose and download one of the templates.

3. Edit your downloaded template to suit your needs and upload it here in the .xls/.dotx extension.

10. How to create recurring invoices

With recurring invoices you can bill your recurring customers automatically. Automatically created invoices will appear in your list normal invoices.

Recurring invoices

In invoice settings you can set 2 parameters for recurring invoices:
In invoice settings you can set 2 parameters for recurring invoices:


To make a new recurring invoice, go to «Recurring invoices» and choose «Add new». Then fill out the following form:

How to create recurring invoices

All input fields are the same as a normal invoice, but with a few exceptions:

When the recurring invoices are ready your invoices will be automatically created in your account and sent to your customers. The invoices will be issued at the same day of the month, as you set in “first invoice”.
Create invoice online