How can we help?

Quick start: set up and send your first invoice

Create your account, set up your business and get your first invoice out.

Set up your business profile

Add your business name, logo, address, tax number and contact details once, and they appear on every invoice and quote you send.

Create and send an invoice

Add a customer and line items, check the preview, then email the invoice, share a link or download the PDF.

Set up a recurring invoice

Bill a retainer, subscription or rent on a schedule, and let each new invoice create and send itself.

Reminders and overdue invoices

Find out when an invoice becomes overdue, send payment reminders automatically after the due date, or send one yourself at any time.

Invoice settings and custom fields

Set your invoice logo, numbering, payment terms, reminders and default notes once, and add extra fields like a PO or container number to any invoice or quote.

Track an invoice's status

What each invoice status means and what changes it, how to read the activity on an invoice, and what to do if an email isn't delivered.

Create and send a quote

Price up a job, set how long the offer stands, and email the quote or share a link your customer can accept online.

Quote responses and invoices

What happens when a customer accepts, declines or doesn't answer a quote, and how an accepted quote becomes a draft invoice.

Add and manage customers

Add a customer once and their details fill in on every invoice, quote and statement. See what each customer has been billed, what they've paid and what they still owe.

Send a customer statement

Pull together a customer's invoices and payments for any period, then email the statement, share a link or download the PDF.

Record a payment (full or part)

Log money received against an invoice. The balance due and the invoice status update for you, whether it's paid in full or in parts.

Import a bank or mobile money statement

Upload a PDF or CSV statement and Travada Books reads the transactions in for you, then suggests a category for each one.

Categorise transactions

Travada Books suggests a category for each transaction as it arrives. Fix one, fix many at once, and set up your own categories.

Add transactions and attach receipts

Record money in or out by hand, keep the receipt with it, and see how invoice payments show up in your transactions.

Export transactions

Download your transactions as a CSV or Excel file, with receipts included, or email the export straight to your accountant.

Connect Gmail or Outlook to your Inbox

Pull receipts and supplier invoices in from the mailbox you already use, and let Travada Books match them to your transactions.

Forward receipts and invoices to your Inbox

Every organisation has its own inbox email address. Forward receipts and supplier invoices to it and they land in your Inbox, ready to match.

Match receipts to transactions

Travada Books suggests which transaction each receipt in your Inbox belongs to. Confirm the right ones, pick a transaction yourself when there's no suggestion, and undo a match if you need to.

Store and share files in the Vault

The Vault keeps your business documents in one place. Upload files, sort them into folders, find them with search, and share them by link.

Your dashboard and metrics explained

How the Overview and Metrics tabs work, how to choose which widgets you see, and what each number means in plain words.

Invite your team

Give teammates, a bookkeeper or your accountant their own login. Invite them by email, choose their role, and manage access from Settings.

Choose your notifications

Decide which updates reach you in the app and by email. Your choices are your own and don't change what your teammates receive.

Export or delete your data

Download a copy of everything in your organisation, delete an organisation you no longer need, or close your account. You always get an export first.