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. Select the Plus (+) button, and choose Create an invoice. Save time by creating invoice templates with pre-set items and attachments.

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

   1. Once you’ve added at least one item, you can then add Fees and Discounts.

5. If you need to add additional context, you can add notes and attachments (up to 25MB), as well as customize your Invoice ID.

6. Choose your Scheduling options. You may elect 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. Adjust your payment methods, as needed. You’re able to accept ACH and wire transfers and a number of other options including credit/debit card payments.

8. Set your Payment reminders schedule. This defaults to three and seven days after the due date.

Once you have reviewed the invoice, you can click Create and then either send the invoice through email or SMS via Found or copy a link to send yourself.

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