請求の準備：事業者情報、ロゴ、通貨、顧客

Set up invoicing: your details, logo, currency and customers. Where to find Invoice. Open your dashboard and choose “Tools”. Click “BusinessCloud ai”. If it says “Add on” underneath, BusinessCloud is not yet part of your plan. Open the BusinessCloud tool menu and click “Invoices” — or its name in your language. Your company on the document. Open the “Settings” tab. Fill in the fields under “Your company” — those marked with an asterisk are required. Under “Tax” and “Bank details”, add what belongs on your invoices. Click “Save settings” (save settings) at the bottom. If you run several brands. Open “Settings”. In the “Choose a brand …” (choose brand) field, pick the brand for your documents. Click “Use for documents” (use for documents). Logo in the letterhead. Open “Settings” and scroll to the “Logo” card. Choose a PNG or JPEG file. Click “Upload” (upload). Adding a customer. Open the “Customers” tab. Under “New customer”, fill in at least name, street and number, and town. Click “Add customer” (add customer). Customers from the address book. Open “Customers”. Find the contact under “Import from the address book” and click “use”. Then check country, language and payment terms with “bearbeiten”. Changing and deleting customers. Click “bearbeiten” next to the customer. Change the details and click “Save changes” — or “Cancel”. Services you bill again and again. Open “Services”. Under “Add service” (add service), enter description, unit and “Preis je Einheit” (price per unit) and choose the tax rate. Click “Add service”. You’ll find the written guide with every step in the description.