If you are looking for a simple and efficient way to create invoices for your business, you have come to the right place. In this article, we will explain how to make invoices with Debitoor, a tool that will allow you to create professional invoices quickly and without complications. Whether you have a large or small business, this program will help you organize your invoices in an orderly and professional manner, so you can keep precise control of your financial transactions. If you are not yet familiar with Debitoor, don't worry, we will guide you step by step so that you can make the most of this platform and simplify the management of your invoices.

– Step by step -- How to make invoices with Debitoor?

• Log in to your Debitoor account: The first thing you should do is log in to your Debitoor account.
• Select the “Create invoice” option: Once inside your account, find and click on the option that allows you to create a new invoice.
• Fill in the required information: Complete the required fields, such as customer information, invoice details, and amount to be invoiced.
• Add products or services: If you are billing for products or services, make sure you add them correctly to the invoice, including their description, quantity, and unit price.
• Review and save the invoice: Before finishing, verify that all the information is correct and then save the invoice to your Debitoor account.
• Send the invoice to your client: Once saved, you can send the invoice directly from Debitoor to your client, or download it to send by other means.

FAQ

Frequently Asked Questions: How to make invoices with Debitoor

How can I start making invoices with Debitoor?

1. Log in to your Debitoor account.
2. Click “New” in the upper right corner.
3. Select “Invoice of Sale” from the drop-down menu.
4. Complete the invoice information, such as the customer, products or services, and the amount.
5. Click “Save” to finish.

Can I add a logo to my invoices in Debitoor?

1. Go to the “Settings” section in Debitoor.
2. Click on “Appearance”.
3. Select “Upload Logo”.
4. Upload your logo and adjust it according to your preferences.
5. Save the changes.

How can I send an invoice to my clients with Debitoor?

1. After creating the invoice, click “Send” at the top right.
2. Add the customer's email address.
3. Personalize the message if you wish.
4. Click “Send invoice” so that your client receives it.

Can I create recurring invoices with Debitoor?

1. In the invoices section, click “New” and select “Recurring invoice.”
2. Complete the invoice information and schedule the billing frequency.
3. Save the recurring invoice and Debitoor will automatically send it on the scheduled dates.

How can I add taxes to my invoices in Debitoor?

1. When creating the invoice, select “Tax Adjustments” in the “Settings” section.
2. Add the different types of taxes that apply to your products or services.
3. Debitoor will automatically calculate the tax amounts on your invoices.

Can I customize the design of my invoices in Debitoor?

1. Enter the “Settings” section and select “Appearance”.
2. Customize the design of your invoices, such as colors, fonts and sizes.
3. Save your changes to apply the new design to your invoices.

How can I add discounts to my invoices on Debitoor?

1. When you are creating the invoice, select “Discount Settings” in the “Settings” section.
2. Add the different types of discounts you will offer.
3. When adding the products or services to the invoice, select the applicable discount.

Can I convert a quote into an invoice in Debitoor?

1. In the "Quotes" section, select the quote you want to convert into an invoice.
2. Click “Convert to invoice”.
3. Fill in additional details, if necessary, and save the invoice.

How can I manage the status of my invoices in Debitoor?

1. Access the “Invoices” section in Debitoor.
2. Filter invoices by status: pending, paid, partial, etc.
3. Click the invoice to mark it as paid or take other actions based on its status.

Does Debitoor offer predefined templates for my invoices?

1. When creating an invoice, select “Templates” from the drop-down menu.
2. Choose one of the predefined templates or customize your own.
3. Complete the invoice information and save it.

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