How to make invoices with ContaMoney? If you have a business or work as a freelancer, it is important to keep efficient control of your invoices. And to make this task easier for you, ContaMoney is the ideal solution. With this intuitive and friendly tool, you can create and manage your invoices quickly and easily. In addition, you can personalize your invoices with your logo and preferred design, which will give it a professional touch. It doesn't matter if you are a beginner or an expert in accounting, ContaMoney will allow you to manage your invoices effectively and without complications. So, don't waste any more time and discover how to make the most of this useful tool!

Get to know ContaMoney and learn how to make invoices in a few steps

How to make invoices with ContaMoney?

• Step 1: Enter the ContaMoney platform and create an account.
• Step 2: Log in to your account and select the “Create Invoice” menu.
• Step 3: Fill out the required fields on the invoice, such as the customer name, issue date, and invoice number.
• Step 4: Add details of the products or services sold, including description, quantity, and unit price.
• Step 5: Apply taxes and discounts if necessary, selecting the corresponding options on the platform.
• Step 6: Review the invoice and make sure all information is correct. You can preview it before finishing.
• Step 7: When you are satisfied with the invoice, click “Generate Invoice” to create un PDF file downloadable.

FAQ

1. How to download and install ContaMoney?

1. Access the official ContaMoney website.
2. Find the download section.
3. Click on the download link corresponding to your operating system (Windows, Mac, Linux).
4. Save the installation file on your computer.
5. Run the installation file and follow the instructions to complete the installation process.

2. How to create a new invoice in ContaMoney?

1. Open ContaMoney on your computer.
2. Sign in with your credentials.
3. Click on the “Invoices” or “Create Invoice” option in the main menu.
4. Fill in the required fields such as the customer's name, date, and products or services provided.
5. Click “Save” or “Create” to finish creating the invoice.

3. How to add taxes to an invoice in ContaMoney?

1. Open the existing invoice or create a new invoice in ContaMoney.
2. Look for the “Taxes” or “VAT” section.
3. Specifies the percentage of taxes that are applied to the invoice.
4. Click "Save" or "Update" to save the changes you made.

4. How to send an invoice by email in ContaMoney?

1. Locate the invoice you want to send in the ContaMoney invoice list.
2. Select the “Send by email” or “Send by email” option.
3. Enter the recipient's email address.
4. Optionally, you can edit the subject and content of the email.
5. Click “Send” or “Send Email” to send the invoice.

5. How to add a logo to my invoices in ContaMoney?

1. Prepare an image file with your company logo in a compatible format, such as JPG or PNG.
2. Open ContaMoney and access the configuration or settings section.
3. Look for the “Customize invoice” or “Add logo” option.
4. Select your logo image file from your computer.
5. Click “Save” or “Update” to apply the logo to your invoices.

6. How to register a purchase invoice in ContaMoney?

1. Access ContaMoney and go to the main menu.
2. Click on the “Purchase invoices” or “Record purchase” option.
3. Fill in the required fields such as the supplier's name, the date and the products or services purchased.
4. Click “Save” or “Create” to register the purchase invoice.

7. How to track overdue invoices in ContaMoney?

1. Log in to ContaMoney and go to the main dashboard.
2. Look for the “Overdue invoices” or “Account statements” section.
3. View the list of invoices that are overdue or soon to be due.
4. Identify outstanding invoices and take necessary actions.

8. How to generate an invoice report in ContaMoney?

1. Enter the ContaMoney platform and go to the main menu.
2. Click on the “Reports” or “Reports” option.
3. Select the type of report you want to generate, such as “Invoice Report,” “Income Report,” or “Expense Report.”
4. Customize the filters and date range if necessary.
5. Click on “Generate Report” or “Download Report” to get the desired report.

9. How can I make a backup of my invoices in ContaMoney?

1. Access the ContaMoney configuration or settings.
2. Look for the “Backup” or “Backup” option.
3. Choose the destination where you want to save the backup, such as a folder on your computer or an external drive.
4. Start the backup process and wait for it to finish.

10. How to import invoice data to ContaMoney?

1. Prepare invoice data in a compatible format, such as CSV or Excel.
2. Open ContaMoney and access the main menu.
3. Look for the “Import data” or “Import invoices” option.
4. Select the file that contains the invoice data from your computer.
5. Follow the instructions provided by ContaMoney to complete the import process.

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