This guide walks through the normal first-invoice flow in easyTimi: prepare your business profile, add the customer, enter the invoice details, review the PDF, send it, and check the delivery activity afterward.

1. Check your company profile first

Before you create an invoice, make sure easyTimi has the business details that should appear on the document. Check the active company, company name, address, tax or registration identifiers, base currency, and any payment information you expect customers to use.

This matters because invoice PDFs should be consistent. Fixing company details before the first invoice saves you from editing the same information repeatedly later.

2. Add or select the customer

Create the customer record before invoicing if this is a new client. Store the billing name, address, email recipient, tax identifier if relevant, and default payment terms where you have them.

For international customers, take an extra minute to confirm the country, currency expectations, and tax treatment with your own accountant or local requirements. easyTimi helps you record and present invoice details, but it does not replace legal or tax advice.

3. Create the invoice

Open the invoice area and start a new invoice. Choose the customer, invoice date, due date or payment term, and invoice currency. If your invoice currency differs from your company base currency, confirm that the exchange-rate context is available before sending.

Use a clear invoice number sequence. A predictable sequence makes reconciliation, customer questions, and audit trails much easier later.

4. Add line items that explain the work

Each line item should make sense to the customer without a follow-up email. Use short descriptions, quantities, unit prices, and taxes or tax labels that match the transaction. For service work, include the project phase or billing period if that helps the customer approve it quickly.

A good line item is specific enough to justify the amount, but not so crowded that the invoice becomes hard to scan.

5. Review tax, currency, and notes

Before sending, check the subtotal, tax amount, total, currency, and any notes that explain payment instructions or tax treatment. If you are using VAT, reverse charge, exemption wording, or a local e-invoicing workflow, verify the underlying facts before the invoice leaves your account.

For Greek companies using myDATA-related workflows, review the invoice details before submission or delivery so the commercial document and compliance records stay aligned.

6. Preview the invoice PDF

Open the invoice preview and read it as if you were the customer. Confirm the customer name, recipient email, due date, totals, payment instructions, and line item descriptions. This is the best moment to catch a typo, missing note, or wrong recipient.

If something looks off, go back and correct it before sending. The goal is to send once, cleanly.

7. Send the invoice

When the invoice looks right, send it from easyTimi. The app prepares the invoice email and records the delivery attempt so you can see whether the message was sent or whether something needs attention.

Use a recipient address that belongs to the person or mailbox responsible for approving and paying invoices. For larger clients, that may be an accounts payable inbox rather than your day-to-day contact.

8. Check activity and follow up

After sending, open the invoice detail page and review the activity or delivery history. If the email failed, correct the recipient or delivery issue before assuming the customer received it.

Once the invoice is sent, use status and payment tracking to keep the workflow moving. Mark payments when they arrive, watch overdue invoices, and use reminders when a polite nudge is needed.