• Setup your company data

  Setting up your invoicing data Naturally you want to have those data that show up on your invoices to be correct from start. You can update your VAT number, contact data and other company info on your team settings page. Uploading your logo You can add your own company logo to your offers and invoices. You can add different logo's forPopular

• Create your first customer

  Creating a contact In your contact overview you see a list of all your existing contacts. There are also overviews specific to customers and suppliers. CoManage makes a distinction in the following ways: Person - a person is only displayed under a company Company - this is a full contact (possibly with persons in it) A contact can be supplier or customer (or both). You can add a contact by clicking on the button 'new contact' in the overSome readers

• Invite team members

  Team overview On the team overview page you can add other members to your team. You can assign a role with permissions to every team member.Some readers

• Create your first invoice

  Invoice overview In your invoice overview page you see a list of all your invoices and concepts. You can filter on the following: status year / quarter / month You can create your first invoice by clicking on the button labeled "new invoice" in the overview page. The following screen will allow you to specify the invoice details. add a title connect your contact choose a status choose a template choose a due date choose lFew readers

• Create your first cost

  Cost overview The cost overview page works similarly to the invoice overview page. There's a list of your costs which you can filter and sort. You can create your first cost by clicking on the button "new cost". The next page lets you fill in your cost details. You can choose to start with the form, or to start by adding an image / pdf file of your cost / invoice. You can setup the following data for your cost: enter a title connect toFew readers

• Create your first offer

  Offer overview In your offer overview you can find a list of all your offers and concepts. You can filter them on: status year / quarter / month You can create your first offer by clicking on the button labeled "new offer" in the overview page. The following screen will allow you to specify the offer details. add a title connect your contact choose a status choose a template choose a due date choose language andFew readers

• How to create an invoice template with our invoice generator

  Create PDF template To create a new PDF template, navigate to invoice settings and click on PDF templates. If you have not yet created a template, the system will let you choose between one of the six default templates to determine the position of your logo, invoicing information and customer information. These optSome readers