About 2 minutes 6 stepsFor admins and owners

Set up your invoices

Your details, GST number and bank account on every invoice, and where you send invoices from.

Set up your invoices: the screen on a computer

What this is

Every quote and invoice you send carries the same details: your name and address, your GST number, and how customers pay you.

You set them once, with a sample invoice beside them that changes as you type. Only the owner can change the bank account, and the owner is emailed whenever it changes.

Set up your invoicesStep 1 of 6

Step 1: Open Money
TapClick the menu button at the top left of the screen, then Money.TapClick Money in the menu on the left.
Look forthe Money item in the menu
Step 2: TapClick Quotes and invoices
TapClick the Quotes and invoices tab.
Look forthe Quotes and invoices tab in the bar at the bottom of the screen
Step 3: Where you send invoices from
Under Where you send invoices from, tapclick From KārgāhFlow, or From another system if your invoices go from Xero or MYOB. It saves straight away.
Look forthe From KārgāhFlow choice
Step 4: Your details
Under Your details on quotes and invoices, check your name, address, phone, the email your customers reply to, and your GST number.
Step 5: How customers pay you
Under How customers pay you, type your bank account. It goes on every invoice, with the invoice number for them to use as the reference.
Look forthe Account number box
Good to know: Only the owner can change the bank account, and the owner is emailed every time it changes, so nobody can quietly send your customers’ payments somewhere else.
Step 6: TapClick Save
Check the sample invoice under them, then tapclick Save at the bottom of the screen.Check the sample invoice beside them, then tapclick Save at the bottom.
Look forthe Save button
Good to know: Coming from another system? Under Numbers, type its next invoice number and carry on from there.