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 Create and Send an Invoice

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

Update the Payment Method on Your Invoices

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

Change My Invoice Number

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

Changing My Invoice Date

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

Changing My Payment Due Date

You can add your business contact details and a custom footer

Customise My Invoice

Adding a Logo to My Invoices

How to Duplicate an Invoice

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

What an Invoice Looks Like

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

Raising a CIS Invoice

Creating Invoices

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

Managing My Invoices

Deleting an invoice from the app or Coconut Web

How to Delete Invoices

Managing Invoices

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

Marking an Invoice as Paid

We can automatically match payments into your account with your invoice

Automatic Matching of Your Invoice Payments

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

Get Paid With PayPal on Invoices

Getting Paid

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

Updating Your Business Profile

More about how you add VAT to your invoices

Adding VAT to Invoices

General

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