Creating an invoice in Aiden Books takes less than a minute once you’ve set up your company details. Here’s the complete process, step by step.
Before you start
Make sure you’ve completed your company information in Books → Settings (name, VAT number, address, logo, IBAN and currency). This information will appear on the invoice. If you’re taking card payments, connect your Stripe account as well.
Step 1 — Open the invoice builder
Go to Books → Invoices and click the New invoice button (the green button with the + symbol).
Step 2 — Select or create a customer
Choose a customer from your database using the dropdown selector. If it’s a new customer, you can create them on the spot without leaving the invoice: enter their name, email, VAT number and address. They’ll be saved for future invoices.
Step 3 — Add line items
For each line on the invoice, enter:
- Description: the product or service you’re invoicing for
- Quantity: number of units or hours
- Unit price: price per unit
- VAT type: the applicable percentage (0%, 21%, etc.)
The subtotal, taxes and total are calculated automatically. If you have products saved in your catalogue, you can select them directly and they’ll fill in automatically.
Step 4 — Set up the payment method
Choose how you want the customer to pay you:
- Bank transfer: your IBAN will appear on the invoice
- Card (Stripe): the customer receives a link to the payment portal invoice.aiden.es
- PayPal or Wise: if you have them set up
Step 5 — Review and save
Check that all the details are correct. You can save as a draft to finish it later, or proceed to send it.
Step 6 — Send the invoice
Click Send / PDF. You have two options: send it directly to the customer’s email from the dashboard itself, or download the PDF to send it yourself or keep it on file.
What happens after you send it?
The invoice moves to Sent status. When the customer pays (card payments are marked automatically; for bank transfers you mark it manually), it will move to Paid and be reflected in your reports and balances.