You do not change a finalized invoice. That is not a limitation but the reason your books are trustworthy: if a sent document can change afterwards, no figure can be trusted any more.
Instead you issue a credit note that refers to the original, and then a new invoice with the right details. Both documents stay visible, with the reason recorded.
Open the invoice that is wrong.
Choose Credit; the lines are copied with a negative amount.
Fill in the reason and send the credit note to your customer.
Create a new invoice with the correct details.
Invoicing in another currency
You choose the currency per document. The invoice is written in your customer's currency while your books stay in your base currency. The rate on the invoice date is stored with eight decimal places and does not change afterwards.
If you are paid later at a different rate, Readybooks posts the difference as an exchange result. Your receivable therefore comes to exactly zero.
Reverse charge, export and the small business scheme
Sell to a business in another EU country with a valid VAT number and the VAT is reverse-charged, with the line appearing on your EC sales list. Sell outside the EU and it is an export, with no VAT charged.
If you fall under the small business scheme, you switch it on per administration with a start date. From that moment you charge no VAT and the right wording appears on your documents.
In every case the same holds: you do not need to know the rule, you only need to have filled in your customer properly. Country and VAT number decide the treatment.
Your own house style on your documents
There are three built-in document styles you drop your logo into. If you want to go further, upload your own header and footer image, or put your designer's letterhead underneath the document as a PDF page background.
You can also write the covering email per document type yourself, per language.
Recurring invoices and subscriptions
You record once what is invoiced and how often: weekly, monthly, quarterly or yearly. On the agreed date Readybooks creates the next invoice.
Per subscription you choose whether that invoice goes out automatically or waits for approval. A price change you apply to one subscriber or to everyone at once.
Getting paid through a payment link
Connect your own Mollie or Stripe account and put a payment link in your invoice. Your customer pays the way they are used to and the money lands in your account; we are not in between and we hold nothing back.
The payment then finds the right invoice on its own as soon as your bank transactions come in.
Email support@readybooks.money with the name of your administration and, if you can, a screenshot or the document number. That saves a round trip and gets you an answer sooner.
