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Rechnungen und Kartenzahlungen sind da. Rechnungen ansehen

Customers and invoice settings

v2.4.0 Neu

Prepare for invoicing: add your business details, tax rates and numbering, and keep a list of customers with checked EU VAT numbers.


Invoicing is coming to TimelyDo. The first step is in place today: everything an invoice needs to know about you and your customers.

Invoice settings

  • Your business. Legal or trade name, billing email, phone, address and tax number, printed at the top of every invoice.
  • Defaults. Currency, payment terms, notes, payment instructions for bank transfers, a footer and a tax note for exemptions.
  • Tax rates. Add up to 25 rates, such as VAT 19%, choose whether prices include the tax and pick a default.
  • Clear guidance. Coloured markers show what is missing, what has an error and what is not saved yet.

Customers

  • Only a name is needed to add a customer. Add an email, address, contact person, tax number, preferred currency and payment terms when you have them.
  • EU VAT numbers checked. VAT numbers are verified with the official EU VIES service, including the registered company name where available.
  • Duplicate warnings. TimelyDo warns you when a customer with the same name or email already exists.
  • Search, sort and archive. Archived customers keep their history.

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