![]() Bank accountīy default, the details of your primary bank account in FreeAgent will be displayed on your invoices, so that customers can pay you via online banking if they wish to. If you wish to add a PO reference to the invoice, enter it here. If you want to set different payment terms to those of your usual invoices, enter your custom payment terms here. if the listed contact is the purchase ledger clerk and you want to send the invoice to the finance manager), you can enter the name of the person you wish to address the invoice to here. If you want to send the invoice to someone other than the person listed as the contact for that client (e.g. If you wish to apply a discount to the entire invoice, enter the discount percentage here. Select the arrow next to 'More Options' to display this area and then choose the options that apply. If you’ve set default options for this client, these will be updated automatically. Please note that to enable these features, you will need to set the relevant automatic emails up in the Settings area of FreeAgent. If want to set FreeAgent to send automatic reminders if your client is late to pay, or send an automatic thank-you email when the client pays, select these options. If you want to automatically email the invoice to the client on the invoice due date, select 'Email this invoice automatically using my default template'. If you want to include the message on all of your invoices, select 'Set default additional text' and type your message in the pop-up window. Type any additional text you wish to include on the invoice in this area. Remember that you need to enable these features in FreeAgent before you can use them. If you want to give the client the option to pay the via PayPal or PayPal Here, select the appropriate checkbox. If you’ve set specific payment terms for your contact, these will be updated automatically. When you create an invoice in FreeAgent for the very first time, enter a reference number (this should be 001 if your business is brand new),and FreeAgent will pick the next number in the sequence for your subsequent invoice.Įnter the invoice date and payment terms, and choose which currency you'd like to issue the invoice in. Whichever system you choose to use, FreeAgent will automatically use the next number in sequence. You can specify this in the details of the appropriate Contact or Project. If you wish, you can set set FreeAgent to generate client-specific or project-specific reference numbers. ![]() The default referencing system is global, which means that the same referencing system will be used for all your invoices. Entering the invoice details Reference numberįreeAgent automatically gives the invoice a reference number. You can choose to add unbilled timeslips, expenses and estimates. When you select a project to attach the invoice to, you will be given the option to add any unbilled items from the project to the invoice. Bear in mind that if you didn't create the invoice as part of a project, you won't see completed, cancelled or hidden projects in this list. If it's for a new project, you'll need to set that project up. If you're producing this invoice as part of a project, choose which project it's for. Bear in mind that if the contact is hidden, you won't be able to see them on this list. You can also quickly add a new contact by selecting the 'Add a new contact' link next to the contact name box. If it's a new client, you'll need to enter them as a contact first, either by uploading their information, importing them from Basecamp, or manually. Complete the new invoice Entering the contact and project details Contactįirst, choose which client this invoice is for. You can also open a blank invoice by selecting 'New Invoice' from the Quick Links menu on the Overview screen.Ģ. Select 'Add new invoice' from the Invoices area. Start by navigating to the Work menu and choosing 'Invoicing'. Open a blank invoiceīefore you can add any items to your invoice, you need to set it up in FreeAgent. In this article we'll show you how to create a new invoice from scratch, as well as how to duplicate an existing invoice. ![]() ![]() You can use FreeAgent to create professional invoices to send to your clients.
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