Invoices and Income

Everything you need to know about setting up and managing invoices

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32 articles in this collection
Written by Oliver Garside and Michelle Lota

Requesting a deposit

How to request a deposit
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Written by Michelle Lota
Updated this week

Adding or changing an invoice/quote logo

Adding the right logo to your invoice or quote
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Written by Oliver Garside
Updated over a week ago

Can I customise my invoices and quotes?

Customisation options for quotes and invoices
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Written by Oliver Garside
Updated over a week ago

Invoice Options

Options for invoices
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Written by Michelle Lota
Updated over a week ago

How to edit sent invoices

Editing sent invoices
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Written by Michelle Lota
Updated over a week ago

Mark an invoice as sent

How to mark an invoice as sent
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Written by Michelle Lota
Updated over a week ago

Create and send recurring invoices

How to create and send a recurring invoice
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Written by Michelle Lota
Updated this week

Stop or reschedule a recurring invoice

How to stop or reschedule a recurring invoice
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Written by Michelle Lota
Updated over a week ago

Sending invoices and quotes in different currencies

Sending invoices or quotes in different currencies
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Written by Michelle Lota
Updated this week

Recording a payment in non AUD currency

How to record a payment in non AUD currency
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Written by Michelle Lota
Updated this week

Assigning a category to multiple income records

How to set the category for multiple income records
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Written by Michelle Lota
Updated over a week ago

Display client's address on the invoice/quote

How to display client's address on an invoice/quote
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Written by Michelle Lota
Updated over a week ago

How to add a fixed amount discount

Adding a fixed $ amount discount to an invoice
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Written by Michelle Lota
Updated over a week ago

How to add a percentage discount

Adding a percentage discount to an invoice
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Written by Oliver Garside
Updated over a week ago

Display PO number on the invoice

How to display PO number on the invoice
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Written by Michelle Lota
Updated over a week ago

Edit the footer template

Editing the footer template
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Written by Michelle Lota
Updated over a week ago

Add your business address to your invoices/quotes

Adding your business address to invoices/quotes
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Written by Michelle Lota
Updated over a week ago

Choosing a numbering system for invoices

Options for how Rounded creates invoice numbers
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Written by Oliver Garside
Updated over a week ago

Adding item templates

How to add item templates
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Written by Michelle Lota
Updated over a week ago

Hide or unhide fields on an invoice or quote

How to hide or unhide fields on an invoice or a quote
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Written by Michelle Lota
Updated over a week ago

Adding income directly

How to add income directly
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Written by Michelle Lota
Updated over a week ago

Changing the date of an income record

How to change the date of an income record
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Written by Michelle Lota
Updated over a week ago

Adding and deleting income categories

How to add and delete custom or default income categories
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Written by Michelle Lota
Updated over a week ago

Delete an income record

Deleting an income record
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Written by Michelle Lota
Updated over a week ago

Setting up invoice email templates

How to set up your invoice email templates
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Written by Oliver Garside
Updated over a week ago

Sending a receipt

How to send a receipt to a client
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Written by Oliver Garside
Updated over a week ago

Setting up the email template for receipts

How to set up the email template for receipts
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Written by Michelle Lota
Updated over a week ago

Automated reminders for overdue invoices

Setting up automated overdue invoice reminders
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Written by Oliver Garside
Updated over a week ago

Setting up the email template for automated overdue invoice reminder

How to set up the email template for an automated overdue invoice reminder
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Written by Michelle Lota
Updated over a week ago

Manual reminders for overdue invoices

How to send manual reminders for overdue invoices
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Written by Oliver Garside
Updated over a week ago

Setting up the email template for manual overdue invoice reminder

How to set up the email template with a manual overdue invoice reminder
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Written by Michelle Lota
Updated over a week ago

Format text using Markdown

How to use Markdown to further customise your quotes and invoices
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Written by Michelle Lota
Updated over a week ago