Hi @Jess W,

That's great news thanks!

In terms of tips for invoicing my top tips would be:

1) Work from left to right, top to bottom ensuring all information is correctly entered.

2) Be sure to use a invoice number so that you can easily refer back to it at any time by entering it into the search bar. This is a great tool and can save a lot of time!

3) Be sure to add your payment details in the display box so that existing and new customers know how to pay.

4) On creating your invoice template,  there are 3 custom invoices boxes that you can use, show below as 'Custom field x' and they allow you to enter specific information for different or regular customers.

For example a garage would possibly use these custom fields to enter registration details for the vehicle they're working on which could later be used for future reference.

These custom fields cannot be entered into the search bar, however they prove useful when sorting through invoices where it makes it clear as to what each invoice relates to.

5) Select the correct terms for the invoice. As discussed in the above article, if you wish to make your own terms you would follow the same process but adjust the terms accordingly.

6) Finally I would recommend customising your invoices via the 'customise' function found at the bottom of the page when creating an invoice (or found under the company cog under 'custom form styles'). This will give you the option to select and change a variety of features (as seen below) to give your invoice a more personal touch!

Hope this is helpful!