Help · Step by step

Send your first invoice

From adding the customer to sending the invoice. 7 steps, about 3 minutes.

  1. Add your customer

    In Customers, press New customer. A name is enough to start.

  2. Add what you sell

    In Items, press New item and give its price. You can also type a line straight onto the invoice.

  3. Raise the invoice

    Choose the customer and add the lines.

  4. Approve it

    Check the total and press Approve. It gets its number and goes into the books.

  5. Approve itIn Zimbabwe

    With fiscalisation on, it is signed with ZIMRA as it is approved.

  6. Approve itIn Zambia

    With fiscalisation on, it goes to ZRA's Smart Invoice as it is approved.

  7. Send it

    Press Email or WhatsApp on the invoice.

In the app, this guide is in Help, the ? at the top, and each step opens its page.