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How to Create and Send Invoices in Britixo?
📘 Introduction:
Britixo makes invoicing fast and flexible. Whether you're billing for a service, product, or project, you can create and send a professional invoice to your client in just a few clicks. Invoices support tax, discounts, recurring setups, and direct payment via links.
🧾 Step-by-Step: Create an Invoice in Britixo
1. Go to the Invoices Section
From the left menu, click Sales > Invoices
Click the New Invoice button in the top right
2. Select the Customer
Choose a client from the dropdown list
Their address, currency, and default settings will auto-fill
3. Configure Invoice Details
Invoice Date – Set today's or a custom date
Due Date – Set a deadline or leave blank for default terms
Recurring Invoice? – Leave unchecked unless it's a recurring invoice (handled separately)
4. Add Items to the Invoice
You can add line items in two ways:
Select from predefined items (Choose saved products/services with rates)
Add custom items (Type manually, set quantity, rate, and description)
Optional:
Add tax per item (choose tax type from dropdown)
Use the Add Discount option (percentage or flat rate)
5. Optional Adjustments
Adjust currency if needed (based on client settings)
Add Admin Note (only visible to internal users)
Add Client Note (visible to the client on the PDF/email)
6. Save or Send the Invoice
After adding all details, you can:
Click Save to store the invoice without sending it
Click Save and Send to email it to the client immediately
If sent:
The client receives a branded invoice email with a secure view & payment link
PDF is automatically attached (with your logo, invoice number, and branding)
📤 Email & PDF Options
Email template can be customised in Settings > Email Templates
PDF includes:
Logo, company and client info
All items, taxes, totals
Notes and terms
Payment link (if enabled)
✅ Pro Tips:
Set default invoice terms in Settings > Invoices
Use predefined items for quick billing
Britixo supports multi-currency invoicing based on client preferences
You can attach files to the invoice (e.g. receipt, work summary).
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- 📤 Invoicing & Billing
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
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Britixo
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All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
Mailing Address: 71 - 75 Shelton Street, London, WC2H 9JQ, United Kingdom. UK: +44 845 508 9546. INT: +1 845 335 4280. Click here for Live Chat.
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