Create quotes, invoices, etc.

Create and send out quotes, invoices and other documents with Frienton

What is it about?

The video shows how to create, edit, and send quotes, invoices, reminders, and other documents in Frienton. It explains how to set up recurring invoices and use additional features such as factoring.

Key contents

1️⃣ Create documents

• Start under Bookkeeping > Documents > New documents > Create document
• Create invoices, credit notes, cancellation invoices, reminders, and quotes
• Preview of the PDF invoice (or e-invoice) in real time

2️⃣ Fill in document details

• Select recipient (address and contact person automatically added)
• Invoice number is assigned sequentially
• Enter service period, invoice date, and due date
• Add line items (e.g. consulting package, premium support)
• Record net amounts, hours, prices, VAT (e.g. 19%)
• Total amount and tax are calculated automatically

3️⃣ Additional options

• Attachments: Add additional documents (e.g. terms and conditions)
• Add payment notes and comments
• Select language and currency
• Set up recurring invoices (e.g. monthly, quarterly)
• Choose automatic sending or draft mode

4️⃣ Send and manage invoices

• Email dispatch with link and PDF attachment – e-invoice included
• History shows sending status and whether the customer has viewed the document
• Automatic assignment and marking as paid after payment receipt
• Options: cancel invoice, send reminder, duplicate, download PDF
• Factoring option: instant payouts of receivables

Summary

With Frienton you can create, send, and manage professional e-invoices and other documents. The features support you in handling the entire process efficiently – from quote creation to payment.

Updated on: 26/11/2025