Invoicing | Coconut Help Center

Invoicing

Tips on how to use Coconut's invoicing tool

14 articles in this collection
Written by Adam Goodall and Russell Dias

How do I create an invoice?

How to get started with Coconut's invoicing tool

Written by Adam Goodall
Updated over a week ago

How do I manage my invoices?

See which invoices you've got paid, unpaid, late or unsent

Written by Adam Goodall
Updated over a week ago

How do I change my invoice number?

Updating your invoice number and adding purchase order numbers

Written by Adam Goodall
Updated over a week ago

How do I change my invoice date?

You can update the issue date on your invoice in a few taps

Written by Adam Goodall
Updated over a week ago

How do I change my payment due date?

Setting an invoice due date is important to help get paid on time

Written by Adam Goodall
Updated over a week ago

How do I add line items?

Adding items to your invoices for the goods or services you've sold

Written by Adam Goodall
Updated over a week ago

Can I save an invoice as draft?

Save your invoice as you go and come back to it later

Written by Adam Goodall
Updated over a week ago

How do I preview my invoice?

You can take a look at how your invoice is shaping up at any time

Written by Adam Goodall
Updated over a week ago

How do I customise my invoice?

You can add your business contact details and a custom footer

Written by Adam Goodall
Updated over a week ago

What does the invoice look like?

A quick look at what the invoice will look like once you've sent it

Written by Adam Goodall
Updated over a week ago

How do I send an invoice?

Send invoices to your clients by email straight from the app

Written by Adam Goodall
Updated over a week ago

How do I mark an invoice as paid?

As invoices get paid you can mark them off so you stay organised

Written by Adam Goodall
Updated over a week ago

PayPal FAQs

Accepting PayPal payments on invoices

Link your PayPal account to Coconut and accept PayPal payments on all your invoices.

Written by Russell Dias
Updated over a week ago

PayPal transaction fees

For each transaction paid with PayPal a transaction fee will be charged by PayPal.

Written by Russell Dias
Updated over a week ago