Invoice manual

Step by Step Manual to create

invoices

Available now: The new free tool from Payrexx to create and send invoices. 


  1. Go to Payrexx: Login. Insert your email address and your password. Then click on the green Login-Button “LOGIN”. If you don’t already have a Payrexx Account, you can sign up here: https://signup.payrexx.com 





  1. Open the Tool “Invoices” in the main navigation on the left side.





  1. Choose “create invoice” in the right upper corner.




  1. Structure your invoices as you like. For that, you can choose between the following positions:


    Name of Recipient

    Insert the name of the recipient and his address. 

    Due Date

    Right on top you can define the due date of the invoice.

    Period of Service

    Just below the due date, you can enter the period of the service - you can also use this field for an indication of the delivery date.

    Title of the Product

    Below “invoice positions”,  you can enter the name of the ordered product. If you want to add more than one product to the bill, click on the “add invoice position”-button underneath.  





    Price and Discount of Products 

    Next to the title of the product, you can add the product price. 

    If needed, you can add a discount (shown in percent) in the same row. This discount only counts for the chosen product. To grant a discount to the whole order, add a discount underneath the subtotal (see following image). 



    Product Description (optional)

    Under the product title, you can add a short product description.

    Shipping Costs

    Under the subtotal and “add discount”, it’s possible to add any shipping costs. 

    Value added tax

    If you have a specific VAT rate for your products, you must activate them first. Go to your Payrexx Dashboard. There you can select “settings” on the bottom left, then click “general settings”. Under “Preferences”, scroll down until you reach Get "taxes". Under the general settings you can now, by the Click on the bar under Tax, activate the VAT. There you can incidentally, set different VAT rates yourselve.







    Now you can set for each of your bill and product an individual VAT rate. You’ll find the column behind the discount details for each product.




    Remarks (optional)

    Leave a message for your customer/invoice recipient. 

    Terms of Use (optional)

    If needed, you can note the applicable terms of use of the order. 

    Bank Connections 

    Here, you can add your bank connections. If you don’t, the customer will be able to pay the invoice online by scanning the QR Code which gets generated automatically out of the deposited bank connections. You’ll be able to see such a QR Code at the end of the manual. 

    Look & Feel Profil

    Define how your invoice should look like. It’s possible to add your own trademark. 


  1. If you’re finished adding everything you need, you can click “preview” and see your newly create invoice. 




Following an example inclusive the QR Code (the little picture illustrates the added trademark). 





  1. To save the invoice, click the white button “save” in the right upper corner. 




  1. If everything is done and the invoice is ready to send, click once again on “preview” and then on “finish”. 






  1. A new window opens. Before sending the invoice, here you can chose or change the email address of the recipient. To finally send the invoice, click the green button. 




Extra: How does the invoice look like for your customer? 

If your customer opens the email, the mail looks like the following example. 




If your customer chooses to “pay online” the invoice looks like the following example and he can pay fast, easy and save. 




He’s also able to view and save the PDF file in the attachment of the mail. 

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