Create your first invoice
Welcome to Debitoor! Thanks for signing up for our cloud-based invoicing and accounting software. We aim to provide freelancers and small businesses with all the tools necessary to handle their own finances. Here we’ll give you an easy guide for setting up your account and creating your first invoice.
When you log in to your account, your ‘Home’ screen provides several graphics to give you a quick overview of your business income and expenses, as well as payments due from customers. A helpful way to visualise your company’s finances!
You can adjust the time period of the graphs by clicking the arrows in the upper right-hand corners, and you can personalise your home screen by clicking ‘Customise page’ at the bottom.
Add your company info and logo
Click "Settings" in the menu and choose "Business Information
At the top, you can upload your logo (optional)
Choose if you are a sole trader or limited company
Enter the rest of your business information, including your business name and address, tax settings, and website
Create an invoice
Click on the ‘Invoices’ tab and click the blue button ‘New Invoice’
Enter the information of the customer for whom you’re creating the invoice. Click on the ‘Save customer’ text if you wish to save this customer to your account. Saved customers will show up in a drop-down menu and will autofill if selected when you create more invoices.
Enter your product, amount and prices. Choose the VAT rates you wish to include or exclude. By clicking 'Save product', you can also save your product for easy addition to future invoices.
Add more products if you wish!
Check out your invoice options including whether the total is gross or net, which currency you’d like to use for invoicing, and whether you’d like to provide your customer with a discount.
Add any special conditions such as "payment on delivery" in the ‘Terms’ box.
Double-check your amounts before you scroll up and hit ‘Save’ to save the invoice as a draft/proforma invoice, or ‘Complete invoice’ if it’s ready to send.
You can also click ‘...More’ and select ‘Change design’ to see your invoice template options!
Remember to ‘Save’ your invoice. You can always complete it later.
Still have questions? Send an email to firstname.lastname@example.org or chat with us in the app!