How to issue invoices with Firmbee
Find the important steps below and watch our video to get exact information on how to perform these actions inside the system.
1. You can choose to do it from the finance module, or straight from a given project or contact.
2. Complete the basic information – header, description, invoice numbers and invoice dates.
3. Issue invoices automatically – by downloading the contractor’s data from the database or by doing it yourself.
4. Remember to attach your invoice under the proper project.
5. You can choose to set the payment type from the available options or add your own method.
6. Set the preferred currency. No worries – the system will automatically convert the total amount according to the current exchange rates.
7. Now save it as draft, print or send the invoice.
