Create and send an invoice

An invoice in IDup is not a document you produce and then file somewhere else. It stays connected to the customer, the project, the payment and the accounts.

Step by step

1. Open Quotes & Invoices → Invoices → Invoices and create a new invoice.
2. Pick the customer. Their address, currency, payment terms and tax settings are taken from their record.
3. Add the lines. Items you sell often can be picked instead of typed.
4. Enter a Subject if you want one. It is shown in bold under the invoice title.
5. Check the tax rate per line and the due date.
6. Add an Introduction above the lines and a Closing text below the total if you want your own wording. Without them, your default text is used in the customer's language.
7. Save it as a draft if someone else has to look at it. Otherwise choose Send.

The send window

The send window shows the contacts of the customer, already selected. You can add CC and BCC addresses, change the language, the subject and the text, and preview the PDF. With Send later you pick a date and time. Changes in this window apply to this e-mail only.

What the customer receives

• A PDF in the customer's language, with your company data in the footer.
• An e-mail from your company name with a View & pay invoice button. Replies go to your company e-mail address.
• The Swiss QR payment part on the last page, if you entered an IBAN and the invoice is in CHF or EUR.

After it is sent

The status follows what happens: Draft, Unpaid, Partially Paid, Paid, Overdue or Cancelled. The history of the invoice shows when it was sent, when the e-mail was opened and when the customer opened the link. The customer sees the invoice in their portal. A connected customer also gets a push notification under Invoices and quotes.

In the app

Open invoices in the app and create the invoice the same way. The last loaded invoice list stays readable offline.

Other documents

• Invoice Corrections correct an invoice that was wrong. The amount is offset against open invoices or refunded.
• Recurring Invoices create the same invoice again on a schedule.
• Delivery Notes list what left the building.