Quick start: set up and send your first invoice

This guide takes you from a new account to a sent invoice. You only set your business up once. After that, every invoice starts with your details already filled in.

1. Create your account

1. Go to the sign-up page and choose Continue with Google, or enter your Full name, Email and a Password, then select Create account.
2. If you signed up with email, we send you an 8-digit code. Enter it and select Verify code.

2. Set up your business

Travada Books then walks you through four short steps.

1. Your business. Enter your Business name. This is the name your customers see on every invoice. Select Continue.
2. Money & location. Choose your Country and Base currency, and add a Business email. Replies to the emails we send your customers go to this address.
3. Brand. Upload a logo and add your Tax/VAT ID if you have one. Both are optional, and you can add them later.
4. Your team. Invite a teammate by email, or select Skip for now.

Select Take me in to open your dashboard.

3. Add your first customer

1. Select Customers in the sidebar, then New Customer.
2. Enter the Business Name and an Email. If invoices should go to a different address, add it under Bill To Email.
3. Select Create Customer.

You can also add a customer while writing an invoice: type their name in Bill To and choose Create "…".

4. Create the invoice

1. Select Invoices in the sidebar, then + New Invoice.
2. Under Bill To, pick your customer.
3. Check the Invoice #, Issue Date and Due Date. The number is filled in for you.
4. Add a line for each thing you're billing: a Description, the Qty and the Rate. Select Add line item for more lines.
5. Add a Discount or VAT / Tax % if they apply, and any Payment Details or Notes your customer needs.

The preview beside the form shows exactly what your customer will see.

5. Send it

The main button sends or saves the invoice. The arrow beside it lets you choose what it does:

• Create + Send emails the invoice to your customer straight away.
• Create Invoice saves it as a draft, so you can check it first.
• Schedule Send lets you pick a date for it to go out.

If you saved a draft, open it and select Send Invoice when you're ready. You can email it, send it on WhatsApp, copy a link, download the PDF, or mark it as sent if you've already sent it another way.

Good to know: Once an invoice is sent, it keeps the business and customer details it was sent with. Changing your address later won't change invoices you've already sent.

What next

• Set up a recurring invoice for work you bill every month.
• Record a payment when your customer pays.
• Import a bank statement to start on your books.