The art of invoicing is a dated, manual process, that often requires the use of multiple applications, a computer and valuable time.
It often operates on an entirely different system to your business bank account which makes cross-checking payments and tracking income difficult to manage.
By providing our customers with a smart invoicing tool that's linked to the same tool as their bank account, we are removing the challenges associated with managing your business’s money, including getting paid.
Get paid on time
The primary goal with invoicing was simple. To build a tool that helps our customers get paid on time.
Every element has been designed with this goal in mind. From how the invoices look, to how they’re organised.
Fast: Create, send and manage invoices in minutes (or even seconds).
Focused: Stay on top of your invoices by creating drafts, seeing which ones are late, and marking them off as they get paid.
Customisable: Your invoice is a touchpoint of your brand, so we’re aiming to make every element of the invoice fully customisable. From adding your logo, right down to changing the footer details. We’re currently at the start of our journey with invoicing with lots of great stuff in the pipeline.
Mobile: Send invoices from anywhere, using only your Coconut account and a smartphone.
Let's take a closer look
Here’s what you can expect from Coconut’s invoicing tool:
Track your Invoices
The invoice list has been built in a way that draws your attention to the latest or most important invoice first. Overdue invoices remain on top, helping you keep track of money owed.
Sometimes you don’t quite have everything needed to finish your invoice. You can save your invoice as a draft at any time and come back to it later, once you have everything you need.
Look up Clients on Companies House
Don’t have all of your client’s details to hand? No problem. We’ve integrated with Companies House allowing you to quickly look up your client and get their address for the invoice. If your client isn’t a registered business, then you can still add them manually.
You can even give clients their very own nickname, so they look nice and friendly in your app.
Easily add and remove line items to and from your invoice with control over quantity, units, price and description.
Set your invoice number
Your invoice numbers automatically plus one each time. You can add a prefix too, like INV or your initials. And if you’re already working from invoice number 329, simply update the number and we’ll start counting from there.
We have a list of suggested due dates that you can choose from. Setting a due date is important to let the recipient know when you expect payment by.
Preview before you send
You’ll want to know what the invoice looks like before you send it, so at any time you can push preview to check how your invoice is shaping up.
Create, manage and send your invoices, all from inside the app. Hit submit and Coconut will export your Invoice as a PDF and attach it to an email, ready to send to your client.