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Invoices

Everything you need to know about setting up and managing invoices


Sending an invoice to a clientHow to send an invoice to a client
Requesting a depositHow to request a deposit
How to add GST-inclusive totals in Invoices and QuotesEnabling totals to be GST-inclusive in Invoices and Quotes
How to add a fixed amount discountAdding a fixed $ amount discount to an invoice
How to add a percentage discountAdding a percentage discount to an invoice
Adding or changing an invoice/quote logoAdding the right logo to your invoice or quote
Display client's address on the invoice/quoteHow to display client's address on an invoice/quote
Add your business address to your invoices/quotesAdding your business address to invoices/quotes
Display PO number on the invoiceHow to display PO number on the invoice
Hide or unhide fields on an invoice or quoteHow to hide or unhide fields on an invoice or a quote
Choosing a numbering system for invoicesOptions for how Rounded creates invoice numbers
Adding item templatesHow to add item templates
Edit the footer templateEditing the footer template
Mark an invoice as sentHow to mark an invoice as sent
Sharing links of invoices and quotesHow to share the link of invoices/quotes to clients
Sending invoices in Japanese Yen (JPY) currencyHow to send invoices in Japanese Yen (JPY) currency
Setting up invoice email templatesHow to set up your invoice email templates
Setting up the email template for receiptsHow to set up the email template for receipts
Sending a receiptHow to send a receipt to a client
Duplicating an invoiceHow to duplicate an invoice
Setting up the email template for automated overdue invoice reminderHow to set up the email template for an automated overdue invoice reminder
Automated reminders for overdue invoicesSetting up automated overdue invoice reminders
Setting up the email template for manual overdue invoice reminderHow to set up the email template with a manual overdue invoice reminder
Manual reminders for overdue invoicesHow to send manual reminders for overdue invoices
Sending invoices and quotes in different currenciesSending invoices or quotes in different currencies
How to edit outstanding/paid invoicesEditing outstanding/paid invoices
Invoice OptionsOptions for invoices
Can I customise my invoices and quotes?Customisation options for quotes and invoices
Send invoices using your own Gmail addressHow to send invoices using your own Gmail address
Display your business name in invoices/quotesDisplaying your business name in invoices/quotes

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