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How to create an invoice?
Anastasia avatar
Written by Anastasia
Updated over a week ago

It's straightforward to start creating your first invoice with Finom.

As a first step, click on the button "New document" from the main dashboard. You will find it below the block with total balance.

Select Invoice to open a template:

You have just opened an invoice template. In the top-left corner, you will find information about your company, that has been filled in automatically. You can modify it, by clicking on "Edit".

Right below, you will find an empty field dedicated to your client. Click on to "New Contact" and fill in the information about your client.

If you start typing the client's business name or his VAT number in the dedicated field, Finom will present a list of companies for you to choose from, and will automatically fill in the information for you. Once complete, then press the "save" button to proceed.

In the right upper corner, you will see a field with the invoice number. Continue with the invoice already filled in, or edit the field to select the desired invoice.

Then change the issue date and due date as necessary.

Finally, add any products or services rendered to the invoice. You can do it by simply typing the description in the field "Items". Indicate the quantity, select the correct measurement units, and add the price for a single unit. Then specify the VAT % for each item. If you are unsure, please consult your accountant.

By clicking on three dots on the right from the net amount, you can add a discount.

You will then be provided the opportunity to add additional items to the invoice if needed, by selecting the option "Add item".

The total amount will be automatically calculated by Finom.

Once you have finished creating your invoice, press the button "Save" in the top-right corner.

Congratulations! Now your invoice is saved and ready to be sent to your client or accountant.

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