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How do I create an invoice?

How do I create an invoice?

Found makes sending invoices fast and easy with our invoice feature. To get started with invoices simply log in to your Found app on your mobile device or log into your account on a computer. To send an Invoice from your Found, follow these steps:

  1. Navigate to the Invoices tab.

  2. Tap the + button, and choose Create an invoice.

  3. Next, select an existing contact or add a new contact.

  4. Click + Add an item to create a new item or choose one from your item history

  5. Next, you can review or edit the available payment methods.

  6. If needed, you can edit the Scheduling options, you may select to send the invoice immediately or at a later date. You can also customize the payment due date.

    1. You may also select to set up an invoice series, to do so, toggle this option on and select the start, frequency, and end of the series.

  7. Finally, you can customize your invoice by adding an optional note or adding an attachment. 

  8. Once you have reviewed the invoice, you can click Send.

For more on how to use invoices for your business, check out our guide on Invoicing 101.

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*Found is a financial technology company, not a bank. Banking services are provided by Piermont Bank, Member FDIC. The funds in your account are FDIC-insured up to $250,000 per depositor for each account ownership category.

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