HR

Effortless invoice management

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.

Agnieszka Markowska-Szmaj

Share
Published by
Agnieszka Markowska-Szmaj

Recent Posts

Sales on Pinterest. How can it help with building your e-commerce business?

Pinterest, which made its debut on the social media scene a decade ago, never gained…

3 years ago

How to promote a startup? Our ideas

Thinking carefully on a question of how to promote a startup will allow you to…

3 years ago

Podcast in marketing: what a corporate podcast can give you

A podcast in marketing still seems to be a little underrated. But it changes. It…

3 years ago

Video marketing for small business

Video marketing for small business is an excellent strategy of internet marketing. The art of…

3 years ago

How to promote a startup business? Top 10 pages to upload a product

Are you wondering how to promote a startup business? We present crowdfunding platforms and websites…

3 years ago

How to use social media to increase sales?

How to use social media to increase sales? Well, let's start like that. Over 2.3…

3 years ago