Getting started with invoicing in Bokio

You can invoice your customers quickly and easily using Bokio. Import the customer’s details, create the items or services you want to invoice, and set the invoice terms. You can send the invoice by e-mail directly from Bokio and the sale will be recorded automatically based on the customer and item details. You don’t need to worry about any bookkeeping accounts - Bokio will help you with this!

Create an invoice

You can easily create invoices in Bokio and send them directly to your customers. You can select whether the customer is a Limited Company or Individual. Retrieve company data from Companies House and add the items or services to be invoiced. You can then save this data and manage your item database.

You can create invoices in GBP and other currencies. Select the invoice terms, such as interest on late payments and the number of days until the due date.

Send the invoice

When you publish an invoice, you can either download it as a PDF or send it via e-mail directly to the customer. 

If you send it directly from Bokio you’ll be able to see if the invoice has been sent successfully to the specified e-mail address and when the customer opens it. You can track the status at the top of the invoice history.

If you use the invoice method, Bokio will record the sale automatically when the invoice is published. The system takes into account the type of customer and item types. For example, if you sell goods with a 20% VAT rate to a UK customer, this will be recorded as a sale of goods within UK at 20% VAT. If the customer is an international customer, it is recorded as an international sale. You don’t need to enter the double entry accounts. The system will take care of this for you.

In “Invoices” and “To do”, you will be able to follow the invoice and see any delays. If the customer fails to pay by the due date, you can send a reminder directly to the customer.

Register a payment 

Once the customer has paid, it’s time to register this in Bokio. Select the account that the customer has paid into, set the payment date, and enter the amount paid.

Once the payment is registered, Bokio will record this automatically. If you use the cash method, the sale is recorded on the payment date in accordance with the customer and items stated on the invoice. The invoice status turns to “Paid” and can now be found under “All invoices”.

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