If you have other platforms and payment processors integrated with Quaderno, the app will generate invoices for your sales automatically. But what if you want to create an invoice yourself? That’s possible, too!
Just follow these steps to manually create an invoice:
1. On the invoices page, and click
+ Create invoicein the top right.
2. Fill out the Basic Data section:
- Invoice number: Quaderno automatically numbers your invoices starting from ‘0’, going up incrementally by 1. But feel free to customize your invoice numbers if you like!
- Date: The date the invoice is issued. Quaderno automatically shows the current day, but you can edit this as needed.
- Client: The customer you are charging. From the dropdown menu, you can select from a list of pre-existing clients or create a new contact.
- Currency: Choose the currency of the transaction.
- Tags: Tags are labels that help you organize your sales. If you aren’t using Tags yet, take a look at this how-to article about how they can help you!
3. Fill out the Items section:
Here is where you list exactly what you are charging for. Products, goods, services, you name it -- literally! Then you enter how many and at what price*. The invoice total is calculated automatically and in real time. If you need to add more, click
+ Add itemjust below the first row.
A few things to pay attention to:
- Are taxes included or excluded? Set this in the top right of the section.
- If you select “taxes included” then the unit prices must include this! The unit price should be the final cost per product that the customer will pay.
- Any discounts? Apply this after the subtotal.
- Note for invoice with taxes included: The amount you have to put in the "unit price" field is the final amount that the customer pays per product, with taxes and discounts included.
- Select a tax rate for each product, or a default tax for the entire invoice.
4. Fill out the Other data section:
To complete your invoice, you should enter your payment instructions in the text box. This could include your bank details for a money transfer, or however you conduct a sale. You might also want to add a due date (to ensure you get paid in a timely manner), a legal note (to comply with laws or tax policies), or just a friendly “thank you”!
Need to add more details?
- In the Due date section, select when you want to be paid. For more detailed info, read how to add a due date to an invoice. You can also activate automatic payment reminders in case your customers miss the due date, so you don’t have to chase them up.
- In the
Notestext box, type in whatever text is necessary, and feel free to use the formatting tips!
Attachments, you can add a photo or PDF if necessary.
5. Scroll to the bottom and hit
Save changes. You’re done!