Setting up the invoicing tool

In this article we will go through how you can set up your Holvi invoicing tool.

Table of contents

  1. Video tutorial (~15 minutes)
  2. Defining your invoicing settings
  3. Creating your first invoice
  4. Invoice example

 

 

Invoicing settings

NOTE! Before you can create and send invoices, you have to complete your  Invoicing settings and make the needed changes. Here you can also add an additional text that will be automatically added into each invoice you create using Holvi. You can use it to tell more information to the receiver.

Creating your first invoice

 

Go to the Invoicing tab located on the left side in Holvi. Create a New Invoice, fill in the details (see the picture) and click Save invoice. Income category list includes all the income categories you have so far created. If you don't find a suitable income category in the list, it is recommendable to create a new one as you go.

Invoices are created automatically after you type in the required invoice fields. First you are requested to give the general invoice info and receiver's information.

Then you are asked to define the products or services that you invoice.

After you've filled in all the details you can save the invoice. It is saved as a draft and you can send it from the SEND button on top of the invoice.

Holvi invoices use reference numbers (automatically created) that are needed to direct the transaction to the correct invoice in your Holvi account. Holvi recognises the reference number also from the message field. If the payment arrives without a reference number you can match it manually form the income category uncategorised. After an invoice has been created you can send it right away via email, or by printing and posting.

Holvi tracks each invoices and their payment progress for you. Your income categories will update automatically and when an invoice has been paid, the funds will arrive to your bank account within two business days. When it comes to bookkeeping, you can examine each invoice individually as well as get a collective invoicing report from Holvi reports.

Below you can see an example of a Holvi invoice.

 

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