Invoices
Everything you need to know about setting up and managing invoices
By Michelle and 1 other2 authors51 articles
- Sending an invoice to a clientQuick steps to create and send your invoice
- Requesting a depositHow to ask for, track, and complete deposit payments on an invoice
- How to add GST-inclusive totals in Invoices and QuotesSwitching Invoices and Quotes to GST-Inclusive Totals
- How to add a fixed amount discountAdd a fixed $ discount to an invoice
- How to add a percentage discountAdd a % discount to an invoice in Rounded
- Adding or changing an invoice/quote logoCustomise your invoices and quotes with your brand
- Display the client's address on the invoice/quoteShow the client address on an invoice or quote
- Add your business address to your invoices/quotesEnter or update your business address on invoices and quotes in Rounded
- Display the PO number on the invoiceAdd a PO number to an invoice
- Hide or unhide fields on an invoice or quoteControl field visibility on invoices and quotes
- Choosing a numbering system for invoices and quotesPick the invoice and quote numbering style that fits your workflow
- Adding item templatesEasy steps to manage item templates
- Edit the footer templateEditing the footer template
- Mark an invoice as sentUpdate an invoice’s status without sending it
- Sharing links of invoices and quotesQuickly copy a link to send your invoice or quote anywhere
- Sending invoices in Japanese Yen (JPY) currencyHow to send invoices in Japanese Yen (JPY) currency
- Setting up invoice email templatesEasily set up your invoice email template
- Setting up the email template for receiptsEasily customise the emails sent with your receipts
- How to automatically send a payment receipt in RoundedSend receipts automatically (3 easy ways)
- Duplicating an invoiceHow to duplicate an invoice
- Setting up the email template for automated overdue invoice reminderCustomise your automated overdue reminder email template
- Automated reminders for overdue invoicesSet up automatic invoice reminders
- Setting up the email template for manual overdue invoice reminderCustomising your manual overdue invoice reminder email
- Manual reminders for overdue invoicesSend a manual invoice reminder
- Sending invoices and quotes in different currenciesMulti-currency invoices and quotes—made simple
- How to edit outstanding/paid invoicesQuick Guide to Amending Sent or Paid Invoices
- Invoice OptionsOptions for invoices
- Sending Invoices and Quotes Using Your Personal Gmail/Workspace EmailHow to send invoices using your Gmail/Workspace email
- Display your business name in invoices/quotesDisplaying your business name in invoices/quotes
- How do I add a text-only line or description to my quote or invoice?A guide to adding line items without a price on quotes or invoices
- How do invoice views and placeholders work in Rounded?Understand the difference between Edit and Preview views for invoices
- Sending an invoice to a client [Mobile]Creating and sending invoices to your clients on the mobile app
- Requesting a deposit [Mobile]How to request a deposit via the mobile app
- Quote/Invoice Discounts [Mobile]Adding a discount to an invoice on the mobile app
- Adding/changing an invoice or a quote logo [Mobile]Adding a logo on the mobile app
- Display client's address on the invoice [Mobile]How to display client's address on an invoice/quote via the mobile app
- Add your business address to your invoices/quotes [Mobile]Adding your business address to your invoices/quotes on the mobile phone
- Hide or unhide fields on an invoice or quote [Mobile]Hide or unhide fields on an invoice or a quote on the mobile app
- Choosing a numbering system for invoices [Mobile]Options for creating invoice numbers on the mobile app
- Edit the footer template [Mobile]Edit the footer template on the mobile app
- Add/change your payment details [Mobile]Add/change your payment details on the mobile app
- Adding item templates [Mobile]How to add item templates on the mobile app
- Mark an invoice as sent [Mobile]How to mark an invoice as sent via the mobile app
- Share the link of invoices/quotes to clients [Mobile]How to share the link of invoices/quotes to clients via the mobile app
- Record a payment against an invoice [Mobile]How to record a payment on the mobile app
- Sending a receipt [Mobile]How to send a receipt on the mobile app
- How to edit outstanding/paid invoices [Mobile]How to edit outstanding/paid invoices on the mobile app
- Duplicating an invoice [Mobile]How to duplicate an invoice
- Automated reminders for overdue invoices [Mobile]How to set auto reminders for overdue invoices
- Manual reminders for overdue invoices [Mobile]How to send manual reminders for overdue invoices on the mobile app
- Customise invoices and quotes [Mobile]Customisation options for invoices and quotes on the mobile app