Invoices

  • If you have other platforms and payment processors integrated with Quaderno, the app will generate invoices and receipts for your sales automatically. But what if you want to create an invoice yourself? That’s possible, too! You can create a manual invoice in your Quaderno account. 1. Go to Documents > Invoices, and click + Create […]

  • When certain laws apply to your business or your sales, such as a tax-exempt status, you might need to cite them directly on the invoice. We call these “legal notes.” In Quaderno you have the option of setting a universal legal note that automatically appears on all invoices, as well as the option of editing […]

  • Sometimes it’s helpful to give customers a payment deadline.* Adding a due date to an invoice can provide clarity for you and them! Follow these steps to add an invoice due date in Quaderno: Go to Documents > Invoices, and click + Create invoice in the top right. In Other data, click need to add […]

  • You can block an invoice if you’d like to lock it in its current state. Once you block an invoice, no further changes can be made to it.  This option can be useful if you’ve already remitted taxes or closed the fiscal period, and you’d like to prevent any other modifications to the invoice. This action […]

  • To add a prefix to your invoices or to start the unique numbers from something other than zero is a little bit of a hidden trick in Quaderno, but it’s easy when you know how! Go to your most recent invoice, click the ellipsis icon (…) and then Edit in the dropdown. You’ll be taken to […]

  • A sales receipt (also known as simplified invoice) is much like how it sounds – a cut-down version of a regular invoice. The thresholds whereby sales receipts are allowed vary from state to state, but for example the British tax authorities allow for simplified invoices for invoices totalling less than £250 (incl. tax). The things […]

  • Within each document section in your Quaderno account, you can export a list of the document items in CSV format. In this export, you can see each document item as a separate row.  To export this CSV: 1. First, filter your documents by number, contact, tag, time frame and state in order to find the […]

  • Since you signed up for Quaderno, you probably want us to automatically send invoices without you having to login and do it. After all, your time is precious! To set it up, head to the Preferences page and select Autosend all automatic receipts and credit notes.  Then hit Save changes, and you’re good to go.

  • A credit note is a bit like a reverse invoice; something to cancel out – partially or completely – an invoice you have issued in the past. It may be for the full amount of an invoice or it may be for less in the case of a partial refund. You might issue a credit […]

  • Go to the Invoices page and filter or otherwise find the one you’d like to turn into a credit note. Click on the invoice and you’ll see a nice representation of the final invoice that is ready to be sent/was sent to your customer. You can then select the option Convert into credit from the more options […]