In Accountable, you can create your first invoice and send it directly to your client in just a few steps. This article covers what information you need, how to create and customise your invoice, and how to send it.
What information do I need to create an invoice in Accountable?
To generate a valid invoice PDF, Accountable needs your IBAN, your address, and your VAT number. Without this information, your invoice is not valid and you cannot be paid.
You can add or update this data under Personal data in Settings from the main menu.
What is the easiest way to create my invoice?
1) Click on Create invoice
2) Add your logo
3) Enter your customer
4) Write down your goods or services under Items
Can I customise my invoice?
You can design and customise your invoice to match your preferences.
Customisable options include: colour, layout, font, format, currency, and more.
How do I send my invoice?
You have several options:
1) Save and finalise the invoice
2) Download the invoice as a PDF
3) Send the invoice directly from Accountable
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Key takeaways
You need your IBAN, address, and VAT number in Settings before creating a valid invoice.
Creating an invoice takes only a few steps: add a client, add items, and send.
You can customise your invoice with your own colour, layout, font, format, and currency.
You can save, download as PDF, or send the invoice directly from Accountable.
Need help? Chat with us or email support@accountable.eu, we're happy to help.