Invoicing

Tips on how to use Coconut's invoicing tool

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12 articles in this collection
Written by Adam Goodall

How do I create an invoice?

How to get started with Coconut's invoicing tool
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Written by Adam Goodall
Updated over a week ago

How do I manage my invoices?

See which invoices you've got paid, unpaid, late or unsent
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Written by Adam Goodall
Updated over a week ago

How do I change my invoice number?

Updating your invoice number and adding purchase order numbers
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Written by Adam Goodall
Updated over a week ago

How do I change my invoice date?

You can update the issue date on your invoice in a few taps
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Written by Adam Goodall
Updated over a week ago

How do I change my payment due date?

Setting an invoice due date is important to help get paid on time
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Written by Adam Goodall
Updated over a week ago

How do I add line items?

Adding items to your invoices for the goods or services you've sold
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Written by Adam Goodall
Updated over a week ago

Can I save an invoice as draft?

Save your invoice as you go and come back to it later
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Written by Adam Goodall
Updated over a week ago

How do I preview my invoice?

You can take a look at how your invoice is shaping up at any time
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Written by Adam Goodall
Updated over a week ago

How do I customise my invoice?

You can add your business contact details and a custom footer
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Written by Adam Goodall
Updated over a week ago

What does the invoice look like?

A quick look at what the invoice will look like once you've sent it
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Written by Adam Goodall
Updated over a week ago

How do I send an invoice?

Send invoices to your clients by email straight from the app
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Written by Adam Goodall
Updated over a week ago

How do I mark an invoice as paid?

As invoices get paid you can mark them off so you stay organised
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Written by Adam Goodall
Updated over a week ago