Invoice customers within Great Britain

You need to enter your business details and VAT settings before your create your first invoice or credit note. You'll have entered your business address when you completed the Quick Start Wizard, but it's good to take a moment to check your other business and financial settings now.

• Check your business address details
• Set your VAT scheme

It is helpful if you set up records for your customers, and create your products and services if you use them. This saves you time when creating your invoices and credit notes, as the customers, products, and services you use often are available to select from a list.

• Create customer contacts
• Import customer contacts
• Create or import products and services

If you want to customise the appearance of your invoices, credit notes, or other documents, now is a great time to do it. For example, add a business logo, or change the template and colour of the documents you send.

• Customising sales documents