How do I create an invoice? : EenvoudigFactureren BV

New or existing customer

Creating an invoice has never been easier with EenvoudigFactureren! Click 'Create,' and choose either an existing or new customer.

For a new customer, you will need to fill in the company details (address, VAT number, email address, phone number) and click 'Create Customer.'

Modify customer details

If you want to modify the customer's details, click the gray box next to the customer's name and make the changes.

Change invoice numbering

If you want to change the invoice numbering, click the gray box next to 'invoice number.'

The system ensures that your invoice numbers follow a sequential order (2022-0001, 2022-0002, 2022-0003, ...). By default, 'base future numbering on this new number' is checked. If you do not want this, uncheck the option.

Items

Add your description, quantity, amount, and VAT rate.

Working with subtotals

How to add subtotals to an invoice

Using the subtotal function, you can easily add a subtotal to invoices. This allows the invoice to be divided into clear sections, making it more understandable.

Format subtotals via layout editor

If you want to change the format of the subtotals, go to the layout editor > 'Table' > General > 'Subtotal Format' to make your adjustments.

Add extra fields

To add an extra field to the invoice, go to "Settings" > "Advanced" > "Extra Fields."

If you want these fields to appear on the printed invoice, check these extra fields via the layout in the "Document Data" section.

VAT rates

If you have a webshop, sell goods at a 0% rate, or engage in international trade, it's important to review the VAT rates. Adjust them via 'More Options.'

Description

Here you note what the invoice is specifically about and you can use the text editor. (Change color, bold, underline, adjust size, add tables, variables, images, and much more.)

Invoice note

The system has provided a default text for you. If you wish to change it, you can modify it in the provided field.

Options

Here, you can specify the payment terms, financial discount, and adjust the language of the invoice.

If you want to disable 'automatic reminders' (or the financial discount), uncheck these options.

Is the invoice to your liking? Click the blue 'Create Invoice' button.

The invoice has been successfully sent.

Send invoice

To send an invoice, click the 'paper plane' icon.

Then select the recipient and format the text. You can also use the text editor for this. (More information at the bottom of this page)

Finally, you can also add an attachment using one of the three buttons.

The invoice has now been successfully sent.

In the invoice overview, you will see that there is an outstanding amount and the status of the invoice is set to 'Outstanding.' You will also notice that the invoice has been sent, indicated by the paper plane icon next to the status.