How do I send my first invoice?
Add a client under Clients, then press New invoice, fill in the lines and press Issue and send. It takes about a minute.
Three steps, in this order.
First, fill in your own details under Settings. Your business name, address and, if you are registered, your VAT number are printed on every invoice, and the app will not let a tax invoice out without them.
Second, add the client under Clients. Their email is where the invoice goes, and their physical address matters for anything over R5 000.
Third, press New invoice, choose the client, and add a line for each thing you supplied. The total updates as you type and tells you which kind of tax invoice the amount calls for. When it looks right, press Issue and send.
If not, the assistant in the corner can dig further, or a person will pick it up by email — Mon to Fri, 08:00 to 17:00 SAST.