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:

Conta will help you add the necessary information to your invoice.

Bill to

Click on Bill to to enter your client details:

The details will be saved for next time, so you don’t have to reenter the same information when invoicing the same client. If you want to change the client details after sending the invoice, go to the client register.

Bill from

Click on Bill from to enter your business details or your contact details. These details will be saved and automatically added to your future invoices:

If you want to change your business details after sending the invoice, go to your business settings.

Invoice date and due date

The invoice date is the date you invoiced the client for goods or services. The due date is the deadline for the client to pay you. If they do not pay on time, you can send payment reminders, add late fees to their invoice or even considering hiring a debt collection agency.

What does invoice number mean?

By law, your invoices must be numbered and there cannot be any gaps in the sequence. Conta ensures you meet those requirements, but you have to set a starting number.

If you’ve not sent any invoices before, you can leave the invoice number as 1001 or set it to whatever starting number you want. If you’ve sent invoices before, check the number on your last invoice. Your first invoice number in Conta should be one higher. If your last invoice was 2000, you should enter 2001 in Conta.

Add products

To add a product, click on Products or services and enter the product name, the unit price, the quantity and the tax rate, if you’re making a tax invoice.

The product or service will be saved, so that you can easily reuse it on your future invoices.

You can add as many products to an invoice as you want. Click ADD ANOTHER PRODUCT OR SERVICE to add more line items to your invoice.

If you want to edit the product after sending the invoice, go to the product catalog.

Tax invoices and regular invoices

Whether you need to add value added tax (VAT) or goods and services tax (GST) to your sales depends on where your business is located, and what you’re selling. When Add Tax is ticked, we’ll show the tax rate you choose when adding your product and service. Conta will calculate the VAT or GST for you. 

Payment method

Click on Payment method to add your payment details to the invoice. This will let your client know how to pay you:

We’ll save the payment details and reuse them on your future invoices. If you want to change the payment details, go to your business settings.

Add logo

You can upload your business logo by clicking Select logo to upload or by dragging and dropping the logo in the top-left corner.

Sending the invoice

Once the invoice has been created, you’ll see the invoice overview.

Click SEND INVOICE.

Add a recipient in the Send to-field. You can also add additional recipients in the Cc-field. Tick Cc-myself if you want to receive a copy via email.

Click on the email field to make adjustments to the text and to include or exclude the invoice details from the email.

The invoice will be attached as a PDF-file. If you want to add additional attachments, click ADD ATTACHMENT.

When you’re ready to send, just click SEND.

Congrats, you’ve sent an invoice!

What to do if you’ve made a mistake on the invoice?

If you’ve made a mistake, or the client has returned the product, you need to create a credit note to cancel out the invoice.