Sales Invoices & Quotes
Create, send and manage quotes and sales invoices
18 articles
- Set up and send an invoiceCreate and send professional invoices easily with Shine. Customize layouts, add clients and items, and manage payments — all in one smart invoicing tool.
- Edit or delete existing invoicesLearn how to manage, edit, or cancel invoices in Shine. Fix mistakes easily by voiding or issuing credit notes while keeping records accurate.
- Manage your productsEasily manage, add, or edit products in Shine. Keep your items organized, set prices and VAT rates, and speed up your invoicing process.
- Approve draftsLearn how to manage drafts and approved invoices in Shine. Edit freely before approval, then finalize, send, or issue corrections when needed.
- Change the invoice number formatCustomize your invoice number format in Shine. Set prefixes, starting numbers, and maintain a clear, compliant numbering sequence for all your invoices.
- Invoice line types and their usageLearn how to add, edit, and organize invoice rows in Shine. Include products, notes, and subtotals to create clear, structured, and professional invoices.
- International invoices guideLearn how to create international invoices in Shine. Manage VAT, language, and currency settings to stay compliant when invoicing within or outside the EU.
- Track and register invoice paymentsTrack and register invoice payments easily in Shine. Match bank transactions or record payments manually to keep your records accurate and up to date.
- Create and send an e-invoiceOverview of creating and sending e-invoices in Shine, the required business and customer details, supported references, and the delivery status information.
- E-Invoice addresses overviewOverview of e-invoice address formats in Shine, including VAT, GLN, DUNS and OVT identifiers, and how they are used within the Peppol network.
- E-Invoices: Definition and Key BenefitsDefinition of e-invoices, how they work in Shine, and the key benefits of structured electronic invoicing such as faster processing, fewer errors, and efficient digital delivery.
- E-Invoice was not deliveredOverview of the most common reasons why e-invoices in Shine fail to deliver, including invalid e-invoice addresses, character limits, missing required details, routing issues, and unsupported attachment formats.
- Create payment remindersSave time managing unpaid invoices with manual and automatic payment reminders in Shine, sent by email based on due dates.
- Change the payment date on a BillLearn how to manage and correct bills in Shine. This article explains how to cancel, edit, or credit a bill, and how to update payment details to keep your bookkeeping…
- Fill out billing drafts
- Import my clients
- Convert a quote into an invoiceLearn how to quickly convert an existing quote into an invoice in Shine without having to enter the same information again.
- How do I create a deposit invoice?Sending a deposit invoice to your client allows you to receive part of the invoice amount in advance. Once the deposit invoice has been paid, you can issue a final…