How to Create Invoices 🤓

Open Cubicon Home Screen and tap New invoice. 

Now let’s fill out the Add invoice form.

1. Edit the default invoice number, if necessary.
2. Keep the displayed invoice issue date, or adjust the issue date, if necessary. 
3. Select the invoice terms or just leave No due date. 

4. Tap Add client and choose who the invoice is for. 

   In case the client is new, tap +Add new client.  

• Fill out the Add client form. 
• Import client details from your Contacts, if this is applicable. 
• Tap Save. 

5. Tap Add item and select the product or service, for which you will issue the invoice. 

   Enter the quantity of units you will be invoicing for, and tap Save.  

   Need to add a new service or product? Tap +Add new item. 

   Fill out the Add item form by entering: 

• the name of the product or service you are invoicing for
• its description (optionally) 
• its unit of measurement (piece, hour, etc) 
• the cost per unit, and 
• the quantity you will be invoicing for.

Deactivate the Taxable toggle button if tax should not be applied to this item.

Tap Discount to add a discount to this particular item.

Tap Save. 

6. Tap Payment instructions, to enter or update your invoice payment details. You can always manage your default payment instructions in Settings -> Business Settings -> Payments. 
7. Use the Note block to add any comment for your client. 
8. Tap Attachments to add any image or photo to your invoice.
9. Use the More menu to access additional invoice settings:

• Activate or deactivate your signature display on the invoice 
• Change the currency of the invoice 

10. Want to offer a discount? Tap Add Discount. 

    Enter the value of discount (in currency or in %). Tap Apply.  

11. You can also set up the tax. Tap Add Tax.

    Enter the tax value (in %), and choose the tax rate format: 

• Exclusive rate - The total amount does not include taxes, they are added on top.
• Inclusive rate - The total amount already includes taxes.   

Review your invoice and make sure everything is correct. Tap Save. 

WELL DONE! 👏 The invoice is created and is ready to use. 

12. Tap Send to send the invoice by email, share it through other apps, or print.

You can also mark the invoice as sent, or edit the invoice.