Skip to main content

Create your first sales invoice (Paid Mobile version)

Ready to send your first invoice from your phone? Here's everything you need to create it quickly in the paid Accountable mobile app.

Written by Simon

💡 At a glance: "+" button → Create invoice → select a client → check your details → add your items → save & send


​

Before you start

To generate a valid invoice, Accountable needs a few details from you first: your IBAN, your address, and your VAT number. Without these, your invoice will not be valid and you will not get paid.

​

Fill these in under Settings > Personal details.

​


Now, let's create your invoice step by step.

​

Step 1: Go to the "Revenues" tab, then tap the "+" button and select "Create invoice"

This is where all your sales invoices and income appear.

You can also reach this shortcut from the app's home screen by tapping the "+" button.

​

Step 2: Select or create your client

Pick an existing client from your list, or create a new one by adding their name, address, VAT number, and any other required details.

​

​

Step 3: Check the invoice number and dates

  • Invoice number: let Accountable number it automatically, or enter it manually in the format you prefer. After that, it increments automatically 🙂

    💡 Our tip: update your numbering at the start of each year (e.g. 2026-001, 2027-001) to keep things clear.

  • Issue date and due date

  • Service date, if your service covers a specific period. You can check our article How to create an invoice with a service period?

​

​

Step 4: Double-check your personal details

Check that all your personal details are correct. If anything is wrong, tap the section, fill in the right information, and save your changes:

  • Your first name and last name

  • Your company name (if applicable)

  • Postal address

  • VAT number

​

​

Step 5: Add your items

  • Tap 'Add item'

  • Select either an item from your price list, or 'Add a new item':

    • Fill in the item name

    • Description (optional)

    • Category (sales of goods or services, or any other income source such as real estate rental, copyright revenue, donation, etc.)

    • Quantity

    • Unit price and VAT rate (pick the one that matches your sector)

  • Tap 'Add item' and repeat for as many items as you need

    ​

    💡 Our tip: save an item to your Products & Services list to reuse it on future invoices without retyping it 😉

​

​

Step 6: Add your banking and contact information

In the sections below, you can add or update:

  • Your banking information (IBAN, BIC)

  • Your email address and/or phone number

  • Notes & comments (optional)

  • Terms & conditions (optional, if you add any, they are automatically saved for your future invoices)

💡 Our tip: these fields are pulled straight from your personal settings. Double-check your IBAN, email, and phone number under Settings > Personal details to keep them correct on every invoice.

​

​

Step 7 (optional): Customise your invoice settings and style

With the paid plan, you can also adjust:

  • The invoice language (English, French, Dutch)

  • A QR code for payment

  • A structured communication

  • The billing currency

  • The look of your invoice: your logo, your colours, the template, and the font

  • The invoice status

💡 The paid plan also unlocks quotes and recurring invoices, handy if you regularly bill the same services.

​

Step 8: Save and/or send your invoice

Once your invoice is ready, or if you want to save it for later, tap 'Continue' and then choose:

  • 'Save & prepare to send' to send it directly to your client via Accountable

  • or 'Save & download PDF' to save it to your phone

  • or 'Save & quit' if you want to save it for later and make changes before sending

​

If you chose to send your invoice directly via Accountable:

  • Switch on the green 'Send the invoice via Peppol' toggle to send your invoice through the Peppol network. ⚠️ Note: if you are not yet registered on Peppol, or if your client is not registered either, an error message will appear and you will not be able to send via Peppol.

  • You can also edit the email message generated automatically by the AI

  • Make sure to type your client's email address correctly

    💡 Our tip: send a test invoice to yourself first to check everything looks right before sending it to a real client.

​

​

🖥️ What about the web version?

Every paid plan also unlocks the web app (web.accountable.eu), which the Free plan does not include. Everything in this article works the same way on web, but this article is written for the mobile app specifically. To see the full paid experience across both mobile and web, check the Guideline for Accountable users.


Want to get even more out of Accountable? Join the free weekly live webinar to see exactly how to make the most of Accountable for your own situation, hosted live by one of our tax coaches, with time for your questions.

Not sure which plan you need? The plan comparison article breaks down pricing and who each plan is for, or explore plans & pricing directly.

​

Need help? Chat with us or email support@accountable.eu, we're happy to help.

Did this answer your question?