Sales Invoices & Quotes

Create, send and manage quotes and sales invoices

9 articles

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.
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.
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.
Create payment remindersSave time managing unpaid invoices with manual and automatic payment reminders in Shine, sent by email based on due dates.
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.
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 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.
Invoice layout and customizationCustomize your invoice layout in Shine. Set default designs, colors, and payment details, or edit each invoice individually for full flexibility and consistency.
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.