How to Create and Send an Invoice

In Cheqbook, you can create invoices and send them to your customers by email or post using the following steps.

  • Login to https://secure.cheqbook.com
  • Select the company you want to work with
  • Click "Customer Invoices"
  • Click "Create Invoice"
  • Enter all necessary fields
  • Click "Create Invoice"
  • To send the invoice by email
    • Click "Email"
    • Enter the Receipient, Subject, and Message
    • Optionally, click the checkbox to send yourself a copy
    • Click Send
  • To send the invoice by post
    • Click "Print (PDF)"
    • Print out the generated PDF
    • Send the printed invoice by post
    • Click "Mark as Sent"
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