Creating an invoice and getting paid through Novo is quick and easy. The only things you'll need to send an invoice are:
-A recipient (name and email address)
-An invoice number
-What you’re billing them for (at least one line item)
-When it’s due
-How you’d like to get paid
You can also send your invoices to multiple recipients, include a note to your clients, and add discounts and taxes to the invoice.
On the mobile app follow these steps to create a new invoice:
- Go to"More" in the bottom right of the screen
- Click “Invoices”
- Click “New Invoice"
or
- Click on "Move Money" on the bottom middle of the screen
- Click on "Send an Invoice" under the "Add Money" section
- Click "New invoice"
On the Web app follow these steps to create a new invoice:
- Click on the “Invoices” tab
- Click on "New Invoice" in the top right corner
Once you’ve filled everything out if you'd like to receive an email copy, select "Email me a copy of this invoice". Then, you can hit “Preview” to ensure everything looks good before sending your invoice.
If your invoice is good to go, just hit “Send” and we’ll create your invoice and send it to your customer via email so they can pay it.
If your invoice isn't quite ready to go out yet, you can save it as a draft or schedule it to send automatically on a future date.
You can also quickly make an editable copy of an existing invoice by clicking the “Duplicate” button on any previously created invoice.