Desktop articles
By Michelle and 1 other2 authors31 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