Here's how you create, customise, make changes to and send your first invoice using FreeAgent.
Select 'Create your first invoice' on the Overview screen. You'll then see the 'New Blank Invoice Template' page.
Select from your existing contacts or ‘add a new contact’ for your invoice.
Learn more about contacts.
You can link the invoice to a project if you like, but that's optional.
Learn more about projects.
FreeAgent automatically gives your invoice a default reference number.
Learn more about how invoice numbering works.
Learn more about currency settings.
This appears on your invoice so don't put anything here that you don't want your client to see!
Here's you'll find other invoice settings such as automated invoice emails, reminders and discounts.
This automatically saves, creates and shows you a preview of your new invoice.
Select the "Add an Invoice Item" button. This will bring up the ‘New Invoice Item’ screen.
There is a "No Unit" option which will leave this column blank if required.
Choose which category in your accounts you want this item to appear in.
If this is the only item you need to add to your invoice, then select ‘Create and Finish’. If you're going to need to add more items, select 'Create and Add Another'.
You’ve now created a new invoice and added some invoice items. You can choose to save the invoice as a .pdf for printing or for sending as an e-mail attachment.
Alternatively, you can send it by e-mail directly from within FreeAgent.
To learn more about invoicing functionality and features in FreeAgent please see the following articles:
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