Our invoicing tool is super easy to get set up. You'll be creating custom invoices to send to customers in no time. Follow the steps below to get your invoicing tool set up:
STEP ONE
The first thing you want to configure is how your customers can pay their invoice, and if necessary, what sales tax rate you're collecting and how much you charge for shipping.
- Guide: How to Set Up Sales Tax
STEP TWO
You can add your branding to your invoice, if you're already taken care of this step with setting up your website, you can skip to step three.
Simply click on the BRANDING tab in the right side menu and upload your logo and complete your business information.
STEP THREE
After your payment information and branding has been added, all you'll need to do is start creating invoices. You may want to create a test invoice to send to yourself first.
Guide: How To Create An Invoice
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