Invoice software for the UK
  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 VAT
  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 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», you will have to fill out next 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): Invoice due date is the latest date when payment should be made by your customer

1.5 (Type): What is the type of your invoice?

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

1.7 (Reference number): Reference number is a unique number on an order, application, 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 can see when they receive your invoices.

You have to enter client data manually if the 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 (VAT number): Optional field for VAT registration number that will appear on your invoices.

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

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

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

It's time to add products, its quantity and prices, upon the filling client's details. Fill products information and press 'Add' button. You can add several products.

1.11.1 (Selected products): This section displays products/services you 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 "Save" button when the products are added and your invoice will be ready. You can download it or send to your clients in PDF/XLS/Word/HTML formats, edit or delete.

PDF invoice example:

PDF invoice example:


2. How to make an invoice with discounts

How to make an invoice with discounts

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

2.2 Discount for specific product or service will be done if we fill in the discount field with specific value. Also there is an option to choose if we want to have direct discount or percent of the price.

2.3 It is possible to combine both, general discount and specific discount:

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 more comfortable to make an invoice copy and edit its number or products. Go to "My Invoices" section, choose an invoice and press the "copy" icon. A new copy of invoice will appear on the top of the list.

how to copy invoice

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


4. How to make an invoice without VAT

In order to make invoices without VAT you need to set VAT value to "0" in settings.

How to make an invoice without VAT


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

Our software supports wide range of countries and languages. You can make invoices in specific language for specific country requirements if you register an account in prefered language.

How to create invoices in English, French and other languages


6. How to create a proforma invoice

In order to create proforma invoice you have to choose invoice «Type» - Proforma Invoice. It can be done during invoice formation process.

How to create a proforma invoice


7. How to create a price quote

When you make a new invoice or edit existing, the invoice type has to be set to "Price Quote".

How to create a price quote



8. How to change settings

Click "My settings" in left menu. There are 6 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 any time. Email 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): Postal code (known in various countries as a post code, postcode, or ZIP code) is a series of letters and/or digits.

- (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 / IBAN. It is required if you want to receive bank wire transfers.

- (SWIFT): 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

- (VAT number): Optional field for VAT registration number that will appear on your invoices.

- (VAT(%)): Set your VAT rate in this field.

- (Prices include VAT): Is VAT already included into your prices or will be added on top of the price?.

- (Currency): Select 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 can see when they receive your invoices.

- (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 you give your customers to pay 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 like for your invoices. There are 4 general formats available: PDF (.pdf), HTML (.html), (.xls), Word (.dotx). It is also possible to do modifications or upload your own templates and use it.

User profile - Invoice template

9. How to make your own custom invoice template

In order to customize your XLS/Word/PDF/HTML invoice template you have to download one of the ready XLS/Word/PDF/HTML templates from the list below. There are different block sections starting with "${" and ending with "}" symbols. Please do not delete these blocks unless you don't want to see the information on the invoices. You can move the blocks and put some additional information you want to see in your invoices. If you need some explanations, contact our support please and we will be happy to help you.

9.1. Add new custom parameters.

After adding new input fields you can add new parameters into invoice template (except products module). You have to write in 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.

NB! It is compulsory to use English keyboard layout for writing symbols ${} or just copy it from template.

Additional input fields

How to make your own custom invoice template

9.2. PDF/HTML:

1. Click on one of the templates to choose. After clicking the code will appear below in 2-nd section, modify it and push the "save" button please.

2. Edit template as you want and push "save" button please. Your current PDF template:

9.3. XLS/Word:

1. Choose and download one of the templates.

3. Edit downloaded template as you want and upload it here in .xls/.dotx extension please

10. How to create recurring invoices

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


In order to make new recurring invoice, go to «Recurring invoices» and choose «Add new». You will have to fill out next form:

How to create recurring invoices

All input fields will be the same like for normal invoice, but there are 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”.
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