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For example, if this is just a note to your client, you can change the title to ‘Additional Note’ or just ‘Note’. You can change the ‘Terms & Conditions’ heading to anything you want.You can either click the ‘Add line item’ button to manually add a line item or simply search for an existing item from the items list.Select the issued date as well as the due date. Don’t forget you can also change the predefined document number.If you enabled shipping info using the customization panel, the Shipping info block will display.Enter customer information (Customer business name, Primary contact, Legal business address etc.).Logo generally make your document more professional. Click ‘Edit Business info’ button and you will be redirected to the settings page to edit your company info. To edit company info, hover over the company info and the update button will show.You can specify if just the amount on the invoice.

You can also specify if item is measured in quantity, hours or just none.

You can add/remove features like ‘Detailed descriptions’, ‘Shipping Info’, ‘Taxes’, ‘Discount’, ‘Shipping and Handling’ etc.

Use the customization panel to customize document layout.

You can create different invoices in different currencies.

Choose Currency from the drop down list.

You can create an Invoice, Tax Invoice, Proforma Invoice, General receipt, Sales receipt, Quote, Estimate, Credit memo, Credit note, Purchase order.

Select document status (There are five status Paid, Partially Paid, Unpaid, Draft & Cancelled).

You can hover to the left menu and click new document or return to VatPay main landing page and click ‘Create new document’ button.

There are two routes you can use to create a new invoice.

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