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Getting Started

Welcome to Simple Invoicing! To get your first invoice sent follow the guide below. For more information about any part of the application follow the links or view our documentation.

Log In

After you have signed up and confirmed your email address you will be able to log in using the email and password combination you set.

Settings

To be able to create invoices you must first provide some details on the Settings page: your company details; bank details and mileage charge.

  1. Navigate to the Settings page settings screenshot

  2. Add the rate you charge for mileage mileage screenshot

  3. Set the following Company Details company details screenshot

  4. Add your bank details for payments bank details screenshot

  5. Add the E-Mail address you want your invoices to come from.

That's all your required settings done.


For details on all the available settings visit: Settings

Add a Client

A Client is someone you do something for, e.g. feed their cat, walk their dog etc. Add their contact details to send them invoices. You will then be able to track all clients on the 'Client page'.

  1. From the home screen, select Clients home screen client link

  2. Click the Add Client + button add button

  3. Fill in all the information about the client (Note: You will add pets later) client information

  4. Save it by clicking the Save button


For details on all the available information on the client page visit: Clients

Create A Type of Service

A service is something to bill your clients for, e.g. Dog Walk, Cat Sitting etc.

  1. From the home screen, select Your Services home screen services link

  2. Click the Add Service + button add service button

  3. Enter the service description, type and cost. The type helps you group your services together, for example "Home Visit" or Dog Walk where you may then have group dog walks or 1-2-1 walks which have different prices. service name and cost

  4. Save it by pressing the Save icon save icon


For more information on managing your services visit: Services

Add an Activity to a Client

Now you've got a client and your services we're going to tie them together, this is an Activity. This example is just a single time that you've provided a service, for more details, especially recurring activities, then visit our how-to guide; Record Providing a Service

  1. From the home screen go to Add Activity add activity link

  2. Select the Client from the drop down

  3. Select the Service that you've provided

  4. Select the date

  5. Press ADD

Add activity screenshot

Creating Your First Invoice

All the activities you added are ready to go into an Invoice, the next steps take you through creating and sending an invoice. For more information on managing invoices visit Invoicing

  1. From the home screen go to Invoices invoices button

  2. Select a date range that the activities you've provided fall into. The invoice will include all activities within the date range, you can have a whole month, multiple months, or just a few days to include just the activities you want.

  3. View the activities that are going to be included in the invoice expanded invoice view

  4. Create the invoice but selecting the invoice, and pressing Create create invoice

  5. The invoice status will change to Creating and then Created

  6. View the invoice by clicking the link view invoice link

  7. You can now send the invoice, select it and press Send, the status will change to Sending and then Sent

Congratulations! You've sent your first invoice!