Lexware (ex-lexoffice) offers a convenient feature for creating and customizing invoices, making it easy to collect payments directly into your Vivid Business Account.
Follow these steps to create an invoice using Lexware:
1. Log in to Lexware: Access your Lexware account and navigate to Dashboard.
2. Create a New Invoice:
On the top-right corner, click ‘New Invoice’.
Fill in the necessary details, such as:
Customer Information
Your Invoice Header and Footer
The Items included in the invoice
Add a QR code option for your customer to pay directly into your chosen bank account.
Once complete, click ‘Continue’.
3. Preview Your Invoice:
You’ll be taken to the preview stage, where you can customize the invoice layout.
Use Lexware's standard template to personalize the layout by:
Adding your Company Logo
Adjusting Document Settings, Table Settings, and the Footer
4. Input Your Bank Account Details:
Specify the bank account where you’d like to receive payments. Here, you can input your Vivid Business account details and select the money account where funds will be deposited.
5. Save and Finalize Your Invoice:
Click Save to complete the process.
Your invoice is now ready to be downloaded or sent directly to your customer via email.
