How to use

How to use Openn Invoice

Pick what you want to do and follow the steps. Each guide shows the screen as you go, and many have a short video.

Start

From sign-up to ready.

Create your account and set up your business

Sign up with your email, then answer four short questions about your business.

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Invoices

Make and send an invoice.

Create and send an invoice

Pick a customer, add what you sold, issue the invoice and send it from your own apps.

Quotations

Send your price before the sale, let your customer accept it on the link, and turn it into an invoice.

Recurring invoices

Pro and above

For work you bill again and again: a recurring invoice is made for you every week, month, quarter or year.

Fix a wrong invoice with a credit note

An issued invoice cannot be edited. Cancel it, or take part of it back with a credit note.

Late fees, early-payment discount and payment plans

Add a late fee or a discount for paying early before you issue. Split what is owed into instalments afterwards.

Projects, purchase orders and retainers

Invoice one job in stages, and keep track of what is left on a customer’s purchase order.

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Customers and items

The people and things you bill.

Add customers and items

Save the people you bill and the things you sell once, then pick them on every invoice.

Bring your customers and items from a spreadsheet

Moving from Excel, Google Sheets or another app? Upload a CSV file instead of typing everything again.

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Reports and settings

Your numbers, and how your invoices look.

Reports and tax

Your sales and the tax on them for any period, with a file to download for your accountant.

  1. Open Reports.
  2. Choose the period: this month, last month, this quarter or the year.
  3. Read the totals: invoices, net sales, tax charged and tax due. Below, sales are grouped by tax rate.
  4. Choose “Sales register CSV” to download the list for a spreadsheet or your accountant.
  5. Openn Invoice does not file your return. Check the figures before you file.

Your brand, ways to pay and other Settings

Where your business details, ways to pay, logo, reminders and invoice numbers are set.

  1. Open Settings. Changes apply to new invoices only; invoices you already issued stay as they are.
  2. Business: your name, address, country and tax number.
  3. Getting paid: add your bank details or payment link and switch on the ones to show on invoices.
  4. Invoice defaults: payment terms, your usual note and terms, and document numbers.
  5. Logo and look: upload your logo and signature, pick a colour and one of three designs.
  6. Reminders: the days Home lists who to remind. Late fees: the late fee and early-payment discount new invoices start with.
  7. Use “Your data” to download everything at any time.

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Team

Work with your staff and your accountant.

Invite your team and your accountant

Pro and above

Pro includes your accountant. Team is for up to 3 people and Business for up to 10. Each person signs in with their own email and has a role.

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Plans and billing

What each plan includes.

Prices depend on your country. Yours are in the pricing section of the homepage and on Plan & billing in the app.

People
Free1 personPro1 personTeamUp to 3 peopleBusinessUp to 10 people
Devices for each person
Free1 at a timePro, Team and BusinessUp to 3
Your accountant, read-only
FreeNoPro1, as well as youTeamYes, as one of your peopleBusinessYes, as one of your people
Invoices a month
Free5Pro, Team and BusinessNo limit
Customers and items
FreeUp to 10 of eachPro, Team and BusinessNo limit
Match payments from your bank statement
FreeNoPro, Team and BusinessYes
Messages from your customers
FreeNoPro, Team and BusinessYes
Recurring invoices
FreeNoPro, Team and BusinessYes
Ads in the app
FreeA few, never on an invoicePro, Team and BusinessNone
On your invoices
FreeYour brand, and the line “Created with Openn Invoice”Pro, Team and BusinessOnly your own brand

Enterprise is for more than 10 people. Talk to us

Choose, pay for and renew a plan

Pick a plan in the app and pay by the month or the year. When a plan ends you go back to Free and nothing is deleted.

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Advertise

Show your ad to other businesses.

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Stuck on something these do not cover? Talk to our team, or read the guides on the blog.

Send your first invoice today.

Start free

Free for 5 invoices a month.