Sending Invoices

Tips on how to use Coconut's invoicing tool

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12 articles in this collection
Written by Adam Goodall, Eva, Steff and 1 other

Creating Invoices

How to create an invoice

How to get started with Coconut's invoicing tool

Written by Adam Goodall
Updated yesterday

Changing my invoice date

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

Written by Adam Goodall
Updated yesterday

Changing my payment due date

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

Written by Adam Goodall
Updated yesterday

Customise my invoice

You can add your business contact details and a custom footer

Written by Adam Goodall
Updated yesterday

Adding a logo to my invoices

Add your own branding to your invoices.

Written by Eva
Updated yesterday

How to send an invoice

Send invoices to your clients by email straight from the app

Written by Adam Goodall
Updated yesterday

What an invoice looks like

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

Written by Adam Goodall
Updated yesterday

Managing Invoices

Managing my invoices

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

Written by Adam Goodall
Updated yesterday

Getting Paid

Marking an invoice as paid

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

Written by Adam Goodall
Updated yesterday

Automatic matching of your invoice payments

We can automatically match payments into your account with your invoice

Written by Mai Yamaguchi
Updated yesterday

Invoices & Connected Accounts

Will my invoice automatically be marked as Paid in-app if the payment is sent to my external connected account?

Written by Steff
Updated yesterday

Get paid with PayPal on invoices

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

Written by Eva
Updated yesterday