Set up and send an invoice
Shine makes invoicing fast and flexible - from creation to sending, all in one place.
You can create a new invoice by clicking the Plus button from your Menu or under the Invoicing tab.
Creating and sending an invoice in Shine involves six simple steps:
- Customize your invoicing preferences
- Select or create a customer
- Set invoice number, date and payment terms
- Add products or services
- Adjust settings and layout
- Preview and send
We will walk you through each step below.
1. Customize your invoicing preferences
Before you get started, please check the account settings and navigate to “Invoicing.”
There you can customize your logo, company details, payment options and other information.
2. Select or create a customer
In the top left of the invoice editor, choose an existing customer or create a new one.
Start typing the name to filter your customer list quickly.
3. Set invoice number, date and payment terms
Choose the issue date and select the due date from the drop-down.
To change the invoice number, click the pen next to the invoice number.
4. Add products or services
Create items by clicking in the empty field or selecting a saved product from the list.
You can also click the arrow next to Add invoice line to:
- Add a text field (for notes or descriptions)
- Insert a subtotal for grouped items
You can move any row using drag and drop. Hover over the left side of a row until the dots appear, then drag it into place.
If you are pasting text into the invoice, use “paste without formatting” to avoid layout issues.
5. Adjust settings and layout
On the top right side, click the gear-icon to adjust:
- Currency
- Language
To adjust your general invoice settings (p.e. payment details, company logo and the layout) click on All invoicing settings.
6. Preview and send
Not ready to send? Click Save as Draft and return later.
To finalize your invoice:
- Click Preview to review
If everything is correct, click on Finalize to send, download or just to approve your invoice
Need to make changes to an invoice?
If you have already created an invoice but need to correct a mistake or delete it entirely, Shine offers flexible options – depending on the invoice status.
To know more about this feature, please have a look into our related articles.