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