Great to see you've started using Isolta and want to send invoices.
Before creating your first invoice, please make sure you have entered your company information. If you already have done that, just skip to the next section (Create invoice).
If not, go to Settings - My company. Please make sure you have filled in your company name, business ID and address. You can add your logo, website address and more there too.
Make sure you add your bank details (IBAN, BIC and bank name). Check that there's no spaces or other characters before, between or after your IBAN or BIC code.
Create invoice
To create a new invoice, please click New invoice from the Dashboard:
Add all the necessary information
After that, you can add all the necessary information to your invoice (invoice receiver, products/services, their price, VAT % and much more):
You can save your products and services to the Products register. This way its much easier and faster to create an invoice next time. The price can be VAT-exclusive and VAT-inclusive. The default VAT rate depends on what country your company is registered in (Finland 24%, Estonia 20%, etc.)
Tip! If you are using a VAT rate that is different from the default one, you can set it from the Invoice settings (Settings - Invoicing settings - Default values).
In case you need to change your invoice number, read here how to change it.
When adding a new business customer, the information will be taken from the register (Note! Only if it's a Finnish or Estonian company and only if you have a Finnish or Estonian company).
Here's an example how it works with Finnish companies:
Just click Copy information to contact and save yourself from the trouble of typing it manually.
Preview your invoice
After you're finished with you invoice it's time to send it to your customer. Before that check it and see how it will look to your customer by clicking Preview and send invoice. There you can see how the invoice will look like to your customer.
Also, you can change invoice language, invoice template, how the prices are shown and whether it's an invoice or a cash receipt.
Ps. Your bank details are at the bottom of the invoice. Just scroll down at the invoice layout and preview area.
Choose invoicing method:
Tip! E-invoice is the safest and surest way to send an invoice
Create a PDF and print/ send it yourself means that you will download the invoice as a PDF file to your computer, mobile, tablet, and you have to still send it to your customer.
Send via email means that you will send the invoice from Isolta directly to your customer's email. That way you can check whether your customer has opened or not.
Send as e-invoice means that the invoice will be sent from Isolta to your customers accounting software. Your customers accounting software will read your invoice data automatically and it will be most probably paid on time.
Ps. Not every customer can receive e-invoices. Also, e-invoicing may differ depending on which country you are operating in and to which country you are trying to send the e-invoice. When in doubt, don't hesitate to contact us.
And as always, let us know if you have any questions.