Set up and send an invoice

Shine makes invoicing fast and flexible - from creation to sending, all in one place.

You can create a new invoice by clicking the Plus button from your Menu or under the Invoicing tab.

Creating and sending an invoice in Shine involves six simple steps:

We will walk you through each step below.

Before you get started, please check the account settings and navigate to “Invoicing.”

There you can customize your logo, company details, payment options and other information.

In the top left of the invoice editor, choose an existing customer or create a new one.

Start typing the name to filter your customer list quickly.

Choose the issue date and select the due date from the drop-down.

To change the invoice number, click the pen next to the invoice number.

Create items by clicking in the empty field or selecting a saved product from the list.

You can also click the arrow next to Add invoice line to:

You can move any row using drag and drop. Hover over the left side of a row until the dots appear, then drag it into place.

If you are pasting text into the invoice, use “paste without formatting” to avoid layout issues.

On the top right side, click the gear-icon to adjust:

To adjust your general invoice settings (p.e. payment details, company logo and the layout) click on All invoicing settings.