Invoice as a PDF
Invoice lines, VAT, payment terms and due date. You preview the PDF before you send.
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Invoice where the rest of the business already lives.
Create the invoice, read the PDF before it goes out and follow it until it is paid. Customers who prefer an invoice can ask for one right in the checkout.
I want to create with IdunInvoice without leaving your workspace.
- Add customer and lines
- Preview and send
- Mark it as paid
Idun StudioIllustrative example Invoices
Invoices
Invoice as a PDF
Invoice at checkout
Credit notes and recurring invoices
Illustrative workflow. No real customer data.
Here is what you can do.
Send Swedish invoices as PDFs straight from Idun, with payment terms, credit notes, recurring monthly invoices and a Swish QR code on the invoice.
Invoice at checkout
Switch on invoice for an offer. The buyer's request waits for your approval before any invoice is created.
Credit notes and recurring invoices
Credit an issued invoice, or send the same invoice every month for a set period or until you stop it.
Swish QR and bank giro
The invoice shows your payment details, and with a Swish business number it gets a QR code with amount and reference.
Send an invoice
Under Invoices in Studio you fill in the customer, the invoice lines, the VAT and the dates. You can preview the PDF, save a draft and send when everything is right. Only when you confirm does the invoice get its number and go out. An earlier invoice can be duplicated as the starting point for the next.
The list shows whether the invoice is waiting to be sent, has been sent or has been delivered. None of these means the customer has paid; you mark the invoice as paid once you have seen the money.
Invoice as a payment method at checkout
For an offer you can switch on invoice alongside card payment. The buyer fills in her details and sends a request. You approve or decline it, in Studio or from the link in the notification email. If you approve, the invoice is created and sent to the buyer. Access to the course opens when you mark the order as paid, not when the invoice is sent.
VAT for businesses in other EU countries
When you invoice a business in another EU country under reverse charge, Idun checks the VAT number against the EU register before the invoice is created.
Credit notes and recurring invoices
An issued invoice is not changed afterwards. If something is wrong, you credit it, and the credit note refers to the original. For ongoing work you can set up recurring monthly invoicing, review upcoming invoices and activate the agreement when it is right.
Switched on when you need it
Invoices appear in the menu once invoicing is switched on and your business invoice details are saved under Invoicing settings. Idun sends and tracks the invoices but does not keep your books. The connection to accounting software is paused, so plan to transfer the records yourself. Read more in the help article on invoices.
The company name and organisation number you save there are also printed on the wellness allowance receipt, which you can switch on for offers with yoga, stress management or other wellness activities.
Keep reading
- FeatureWellness allowance receiptSwitch on a friskvårdsbidrag receipt for an offer. Your Swedish buyers get a receipt with your organisation number, the activity and the VAT to hand to their employer.
- GuideCan Idun Blue send customer invoices? Yes, and here is howHow invoicing works in Idun today: invoices you send yourself, invoice requests at checkout, credit notes, recurring invoices — and what still sits outside Idun.
- GuideVAT on online courses: classify the supply before the rateA cautious guide to EU VAT for recorded courses, live teaching, consumers and businesses, including OSS, the EU threshold and VIES.
Want to run your business on Idun?
The first places open soon. The waitlist hears first and the price is SEK 1,000/month excl. VAT.