Have you been handling your invoicing needs on separate tools (like Word, Excel, or standalone solutions) up until now and are ready to centralize things directly on your Qonto account?
From creating custom professional invoices, to automated tracking, to faster payments thanks to instant SEPA transfers, managing your invoicing on Qonto will save you precious time on admin work and help you run your business with more peace of mind.
Switching over from your previous invoicing tool to Qonto is easy. Keep these points in mind and you’ll be good to go:
Store your previous invoices: If you use a standalone tool, download all of your invoices and store them safely to make sure they’re accessible if necessary. You can store your invoices locally, on the cloud, or both.
Be consistent with your numbering sequence: When creating your first invoice on Qonto, make sure that it follows your numbering sequence; for example, if the last invoice that you issued on your previous tool was number 65, your first invoice on Qonto should be number 66.
💡 You can input a unique number for every invoice in the field Invoice number.
For more on how to create invoices, read our dedicated article.
Don’t forget about pending invoices: To avoid losing sight of incoming payments, make note of any invoices created on your previous tool that are still pending, and remind your clients of their due dates if necessary.
💡 Moving forward, you’ll be able to easily track every invoice that you issue on Qonto, directly on your account. When your client makes payment and the reference in the transfer matches the unique reference on the invoice, its status will automatically change from To be paid to Paid. You can learn more about how tracking works on our dedicated article.