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, clients and products. In the top menu, you can find your business and business settings.

In the top-right menu, you can find your personal settings.

Your business

On the top right of the homepage you can see statistics for your business: How many invoices you’ve sent, how much you’ve invoiced for this year, as well as how much you’ve invoiced for in total. You can edit your business by clicking on the top menu and selecting BUSINESS SETTINGS:

If you have multiple business, you can switch by clicking on the different business names:

Unpaid invoices

In the Unpaid-invoices-section, you can get an overview of all your invoices. If you’ve been paid, you can click on an invoice to go to the invoice overview where you can mark it as paid.

If you’ve agreed on a longer payment deadline with the client, or you for some reason want to extend the due date, you can snooze your invoice so that it’s not marked as overdue.

Drafts

You can also easily access your drafts from the draft-section on the homepage. Click on all drafts to go to the drafts overview.