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Sending Invoices
Sending Invoices
Tips on how to use Coconut's invoicing tool
16 articles in this collection
Written by
Adam Goodall,
Eva,
and
Kayleigh
Creating Invoices
How to Create and Send an Invoice
Send invoices to your clients by email straight from the app
Written by
Adam Goodall
Updated over a week ago
Update the Payment Method on Your Invoices
How to change the payment method/bank details on your invoices for where you'd like your clients to pay you
Written by
Eva
Updated over a week ago
Change My Invoice Number
You can edit your invoice number, add a prefix and/or add a purchase order number
Written by
Kayleigh
Updated over a week ago
Changing 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
Changing 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
Customise My Invoice
You can add your business contact details and a custom footer
Written by
Adam Goodall
Updated over a week ago
Adding a Logo to My Invoices
Add your own branding to your invoices.
Written by
Eva
Updated over a week ago
How to Duplicate an Invoice
Duplicate a regular invoice with ease
Written by
Eva
Updated over a week ago
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 over a week ago
Raising a CIS Invoice
How to add CIS deductions to your invoice if you're working for a company registered under the Construction Industry Scheme
Written by
Adam Goodall
Updated over a week ago
Managing Invoices
Managing My Invoices
See which invoices you've got paid, unpaid, late or unsent
Written by
Adam Goodall
Updated over a week ago
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 over a week ago
Automatic Matching of Your Invoice Payments
We can automatically match payments into your account with your invoice
Written by
Eva
Updated over a week ago
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 over a week ago
General
Updating Your Business Profile
How to update your business name, address and details for your invoices, including your logo
Written by
Kayleigh
Updated over a week ago
Adding VAT to Invoices
More about how you add VAT to your invoices
Written by
Eva
Updated over a week ago