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