Invoices and Income

Sharing links to invoices and quotes

How to share the link of invoices/quotes to clients

Written by Michelle Lota
Updated over a week ago

Requesting a deposit

How to request a deposit

Written by Michelle Lota
Updated over a week ago

Adding or changing an invoice/quote logo

Adding the right logo to your invoice or quote

Written by Oliver Garside
Updated over a week ago

Can I customise my invoices and quotes?

Customisation options for quotes and invoices

Written by Oliver Garside
Updated over a week ago

Invoice Options

Options for invoices

Written by Michelle Lota
Updated over a week ago

How to edit outstanding/paid invoices

Editing outstanding/paid invoices

Written by Michelle Lota
Updated over a week ago

Mark an invoice as sent

How to mark an invoice as sent

Written by Michelle Lota
Updated over a week ago

Create and send recurring invoices

How to create and send a recurring invoice

Written by Michelle Lota
Updated over a week ago

Stop or reschedule a recurring invoice

How to stop or reschedule a recurring invoice

Written by Michelle Lota
Updated over a week ago

Sending invoices and quotes in different currencies

Sending invoices or quotes in different currencies

Written by Michelle Lota
Updated over a week ago

Recording a payment in non AUD currency

How to record a payment in non AUD currency

Written by Michelle Lota
Updated over a week ago

Assigning a category to multiple income records

How to set the category for multiple income records

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

Written by Michelle Lota
Updated over a week ago

How to add a fixed amount discount

Adding a fixed $ amount discount to an invoice

Written by Michelle Lota
Updated over a week ago

How to add a percentage discount

Adding a percentage discount to an invoice

Written by Oliver Garside
Updated over a week ago

Display PO number on the invoice

How to display PO number on the invoice

Written by Michelle Lota
Updated over a week ago

Edit the footer template

Editing the footer template

Written by Michelle Lota
Updated over a week ago

Add your business address to your invoices/quotes

Adding your business address to invoices/quotes

Written by Michelle Lota
Updated over a week ago

Choosing a numbering system for invoices

Options for how Rounded creates invoice numbers

Written by Oliver Garside
Updated over a week ago

Adding item templates

How to add item templates

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

Written by Michelle Lota
Updated over a week ago

Adding income directly

How to add income directly

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

Written by Michelle Lota
Updated over a week ago

Adding and deleting income categories

How to add and delete custom or default income categories

Written by Michelle Lota
Updated over a week ago

Delete an income record

Deleting an income record

Written by Michelle Lota
Updated over a week ago

Setting up invoice email templates

How to set up your invoice email templates

Written by Oliver Garside
Updated over a week ago

Sending a receipt

How to send a receipt to a client

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

Written by Michelle Lota
Updated over a week ago

Automated reminders for overdue invoices

Setting up automated overdue invoice reminders

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

Written by Michelle Lota
Updated over a week ago

Manual reminders for overdue invoices

How to send manual reminders for overdue invoices

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

Written by Michelle Lota
Updated over a week ago