Coconut

Tips on how to use Coconut's invoicing tool

Sending Invoices

Send invoices to your clients by email straight from the app

How to change the payment method/bank details on your invoices for where you'd like your clients to pay you

You can edit your invoice number, add a prefix and/or add a purchase order number

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

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

You can add your business contact details and a custom footer

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

How to add CIS deductions to your invoice if you're working for a company registered under the Construction Industry Scheme

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

Deleting an invoice from the app or Coconut Web

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

We can automatically match payments into your account with your invoice

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

How to update your business name, address and details for your invoices, including your logo

More about how you add VAT to your invoices

Find answers and get help from Intercom Support and Community Experts

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