Create an invoice

Creating an invoice in Conta is super easy! This is how you do it.

Once you’re ready to invoice a customer, log in to Conta and click the button CREATE INVOICE.

If you haven’t added your business to Conta yet, you will be asked to enter your company details and your payment details. This information will appear on your invoice and let your customer know who is sending the invoice and how to pay you.

Now you’re ready to make an invoice!

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

Add invoice details and customer

Invoice date and due date

The invoice date is the date you invoiced the customer for goods or services. The due date is the deadline for the customer 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.

Tax invoice versus regular invoice

Whether you need to add value added tax (VAT) or goods and services tax (GST) to your products, depends on where your business is located, and what you’re selling. When you create a VAT or GST invoice, we’ll ask you what rate to apply when you add your products. Conta will calculate the VAT or GST for you.

Add customer

Use the search field to add an existing customer, or click ADD NEW to add a new customer. Conta will save the information for next time.

Click CONTINUE to go to the next step. 

Add products

To add a product, enter the product name, the unit price and the quantity. If you choose to save the product, you can easily add it to future invoices, and you can also track how many units you’ve sold over time.

Click ADD to add the product to the invoice. You can add as many products to an invoice as you want.

Click CONTINUE to go to the next step. 

Sending the invoice

To send an invoice, you only need to add a recipient and an email subject line.

Make sure to preview the invoice to check that all the details are correct. Once you’ve sent the invoice you can’t edit it.

You can also add up to 10 additional recipients in the Send copies-field, add your own email text or attach a file by dragging and dropping, or by clicking SELECT FILES TO UPLOAD.

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

Congrats, you’ve sent an invoice!

Want to create the invoice without sending it?

If you don’t want to send the invoice right now, you can click SKIP SENDING to simply create a PDF of the invoice. If you later want to send it via Conta, just go to the invoice and can click SEND INVOICE.

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

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