Articles on: Invoicing
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How Can I Create Invoices Quickly and Easily Using Companio's Billing Tool?

Creating invoices has always been challenging! Follow these simple steps to generate an invoice in just a couple of clicks using our billing tool:

From the Sales section of the panel, click "Add New" or go directly to the "New Invoice" section.

You will see this image:

Select an existing customer. If you haven't added this customer, head to the "Customers" section in the panel and input all the details.

Enter the invoice number, currency, subject, issue date, and due date.

Check the corresponding option if you'd like to apply a late payment penalty. This will add 0.5% to the invoice for each day of delay in payment.

Select the pro forma invoice option if you prefer it, which is a provisional document detailing future commercial activity. It's not considered a real invoice and won't be recorded as accounts receivable or payable.

Add specific instructions for this invoice. If you have predefined instructions for this customer, they will load automatically. It helps indicate 8. measures in case of payment delays, for example.

Add the items for your products or services, specifying their quantity, Value Added Tax (VAT), and unit price. The total, including VAT, will be automatically calculated at the end.

If you want to review the invoice before generating it, click "Preview." Once satisfied with the invoice, click "Generate Invoice."

With these straightforward steps, you'll efficiently and swiftly create invoices in our billing tool!

Updated on: 21/08/2023

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