To add an invoice, please sign into your Nimbla dashboard.
From there, click on '+ Add Invoice' on the top right hand corner of the page.
This will open up a pop-up window, which will prompt you to add the invoice details (such as the name of your buyer, invoice number, total value, issuing and due date of the invoice)
You don't have to add the exact invoice number at this stage, although we do recommend it for good record keeping.
Once you're done, click 'Calculate quote' and this will add your new invoice into your Nimbla dashboard.
Need to make any chances or add a Loss Payee? You can always edit the invoice from the basket. Simply add your invoice into your basket by clicking the quoted amount on your dashboard, and click 'Edit' once your invoice is in the basket.
Or better yet - Do you want to save admin time and insure multiple invoices at the snap of your fingers? Connect your cloud accounting software with Nimbla.
Your invoices will automatically sync onto our dashboard and Nimbla will show you the live quotations for all your insurable invoices.