General

Add a user

You can add as many users as you want to your business in Conta. The users will be able to send and manage invoices for your company. To add a user, click your business name in the top menu and select Business settings: Then go to Users and click ADD USER. Enter their name and […]

Forgot your password?

It happens, but don’t worry, we’ll help you reset your password. On the login page, simply click Forgot your password?: Enter your email address and click SEND RECOVERY EMAIL. We’ll send you an email with a link to reset your password. If you forgot your email address, you can contact us.

How to credit an invoice / create a credit note

For documentation purposes and for legal reasons, you can’t delete an invoice. If you make a mistake when you create an invoice—or you and your client agree that they don’t have to pay the invoice—you have to create a credit note. An invoice is a type of accounting documentation, and you’re not allowed to alter […]

Register payment

You’ve gotten paid. Congrats! Now it’s time to register the payment in Conta. On the homepage, simply click on the invoice under the Follow up or Unpaid invoices-section or search for it in your invoice overview. CLICK REGISTER PAYMENT. The invoice sum will be prefilled as the paid sum, but you can edit this if […]

Businesses

You can add several business to Conta, and send invoices for free from all of them. To add another business, click your business name in the top menu and select Add business. You will see a list of your business. Click CREATE NEW BUSINESS to add another businesses. Then, simply enter your business details and […]

Technical issues?

They happen. Try these solutions if you’re having problems accessing Conta. Step 1. Check if you’re connected to the internet Check if you can connect to websites like Google or Wikipedia. If these sites also don’t load, you might have internet connection issues. If you’re using a wireless network, start by checking that you’re connected […]

Homepage

The homepage gives you an overview of how much you’ve invoiced this year, as well as which invoices you need to follow up on. It’s easy to create an invoice in Conta. To get started, click CREATE INVOICE. In the top-left menu, you can find your invoices, customers and products. In the top menu, you can […]

Settings

In Conta, you have personal settings for your user and business settings for your business. Personal settings You can find personal settings in the top-right menu: Go to Personal info to update your name and email address. Go to Security settings to change your password or active two-factor authentication. Go to Notifications to turn on […]

Create an account

To send invoices with Conta, you need an account. This is how you create your account. All you need to do to sign up to Conta is to provide your name, email and password. We recommend using a secure password generator to create your password. It’s more secure and will you save you time when […]

Create an invoice

Creating an invoice in Conta is super easy! This is how you do it. Once you’re ready to invoice a client, log in to Conta. You’ll see the invoice creator immediately: If you’ve already invoiced in Conta, click CREATE INVOICE on the homepage: Create the invoice Conta will help you add the necessary information to […]