Shine Accounting & Invoicing

Create and send professional invoices easily with Shine. Customize layouts, add clients and items, and manage payments — all in one smart invoicing tool.

Set up and send an invoice

Learn how to manage, edit, or cancel invoices in Shine. Fix mistakes easily by voiding or issuing credit notes while keeping records accurate.

Edit or delete existing invoices

Easily manage, add, or edit products in Shine. Keep your items organized, set prices and VAT rates, and speed up your invoicing process.

Manage your products

Learn how to manage drafts and approved invoices in Shine. Edit freely before approval, then finalize, send, or issue corrections when needed.

Approve drafts

Customize your invoice number format in Shine. Set prefixes, starting numbers, and maintain a clear, compliant numbering sequence for all your invoices.

Change the invoice number format

Learn how to add, edit, and organize invoice rows in Shine. Include products, notes, and subtotals to create clear, structured, and professional invoices.

Invoice line types and their usage

Learn how to create international invoices in Shine. Manage VAT, language, and currency settings to stay compliant when invoicing within or outside the EU.

International invoices guide

Track and register invoice payments easily in Shine. Match bank transactions or record payments manually to keep your records accurate and up to date.

Track and register invoice payments

Overview of creating and sending e-invoices in Shine, the required business and customer details, supported references, and the delivery status information.

Create and send an e-invoice

Overview of e-invoice address formats in Shine, including VAT, GLN, DUNS and OVT identifiers, and how they are used within the Peppol network.

E-Invoice addresses overview

Definition 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-Invoices: Definition and Key Benefits

Overview 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.

E-Invoice was not delivered

Save time managing unpaid invoices with manual and automatic payment reminders in Shine, sent by email based on due dates.

Create payment reminders

Learn 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…

Change the payment date on a Bill

Fill out billing drafts

Import my clients

Create, send and manage quotes and sales invoices

Sales Invoices & Quotes

Create a custom design with text, images, and links

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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