Sending an Invoice

Akaunting allows you to create and send an unlimited number of Invoices.

To send an invoice, you need to log in to your dashboard and create an invoice.

• Click on “Sales” in the Navigation Menu to reveal expanded options.
• Select Invoices.
• From the Invoices dashboard, click New Invoice.

• Enter the required Invoice details: Title, Customer, Logo, Billing information, Date, Order number, and more. Check out the details you should have in an invoice.
• Add a recipient to the invoice by selecting Add a Customer.
• Click on New Customer, and enter the customer details. The Customer’s Name and Payment Currency are required fields.
• Then, Save.
• Add service or product information, quantity, and price.
• If applicable, add Discounts and Taxes.
• After entering the necessary details, click Send To.

• A pop-up window prompts you to send an email.
• Enter the email address of the Invoice recipient, Subject and write details in the Email body.
• If preferred, you can check the box to send a copy of the email to yourself.
• Then, click Send.

You can add Notes to invoices for instructions to the recipient.

The Advanced option lets you define a Footer, Category and upload Attachments where necessary.

Send Invoice to Multiple Email Addresses

When adding a customer, use the Contact Persons section to add the email addresses of people who will receive a copy of any email sent to the Customer. This includes Invoices, Bills, Estimates, Sales Orders, and more.

To add Contact Persons:

• Select a Customer from your customer list
• Edit Customer details

• On the Edit page, scroll down to Contact Persons
• Click Add a Contact Person

• Enter their Names, Email, and Phone number
• Click the Save button

When sending an invoice to a customer, you’ll be able to add email addresses from the Contact Persons to the recipient field.