The Create quote function lets you deliver a quote to your client and keep track of whether it has been accepted or declined. Once a quote is accepted, it can be converted directly into an invoice. When you create a quote, it is saved as a draft until you choose to send it. Sending the […]

The Track & invoice feature lets you record work as you go and turn it into an invoice later when you’re ready. This is especially useful if you don’t invoice immediately after each task, or if your work for a client builds up over time. By separating work tracking from invoicing, you reduce the risk […]

With Premium, you can create client groups to speed up your invoicing even more. A client group is a group of up to 10 clients, which you can add to your invoice with the click of a button. How to create a client group To create a client group, go to click on CLIENTS on […]

Conta offers you a Basic or a Premium subscription. Here’s how to supercharge your invoicing. With the Basic subscription you can get started with invoicing as a small business, freelancer, or contractor. If you want to invoice faster, the Premium subscription is the right choice for you! With Premium, you can: Don’t yet have Premium? […]

With the Premium subscription, you can copy your invoices with the click of a button. This is how you do it. Don’t yet have Premium? Log in to upgrade today! First, find the invoice you want to copy on the homepage, or in your invoice overview: Click on the invoice you want to copy. Then […]

With the Premium subscription, you can hide the Conta logo on your invoices. We’ll show you how. Don’t yet have Premium? Log in to upgrade today! How to hide the logo when you make an invoice To hide the Conta logo on one invoice, you simply toggle Remove Conta logo at the top right when […]

With the Premium subscription, you can turn on automated payment reminders. These will get sent to your client via email when an invoice is overdue. Turning on automated payment reminders To turn on automated payment reminders, head to your business settings, which you can find in the top-middle menu: Go to invoice settings and click […]

With the Premium subscription, you can easily invoice multiple clients at the same time by adding multiple clients or a client group to the invoice. This feature is perfect if you regularly invoice clients for the same products or service. Don’t yet have Premium? Log in to upgrade today! How to create an invoice for […]

If you’ve got a new payment card, you can easily update it in Conta. First, go to your business settings, which you can find in the top-middle menu: Go to Subscription and click UPDATE under Payment method. You’ll be redirected to the payment solution Stripe, where you can easily update your card. You can also […]

Here’s how to manage your Premium subscription. Change your billing period To change your billing period, go to your Business settings: Then click CHANGE SUBSCRIPTION: Edit the billing frequency, either from monthly to yearly or from yearly to monthly, and click UPDATE: If you’ve paid for a year, your first monthly payment will be once […]