How to set up and create invoices and charge the correct VAT for customers inside Great Britain.
Before sending your first invoice or credit note
You need to enter your business details and VAT settings before your create your first invoice or credit note. You'll have entered your business address when you completed the Quick Start Wizard, but it's good to take a moment to check your other business and financial settings now.
It is helpful if you set up records for your customers, and create your products and services if you use them. This saves you time when creating your invoices and credit notes, as the customers, products and services you use often are available to select from a list.
If you want to customise the appearance of your invoices, credit notes, or other documents, now is a great time to do it. For example, add a business logo, or change the template and colour of the documents you send.