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 efficient record keeping.
Once you're done, click on 'Calculate quote' to add your new invoice to your Nimbla dashboard.
Need to make any changes or add a Loss Payee? You can always edit invoices at checkout. Simply add your invoice into your policy by clicking the 'Add to policy' button next to the invoice, then 'Review & buy policy'. To edit the invoice details before. purchasing your policy, just click 'Edit'.
Do you want to save admin time and insure multiple invoices at the snap of your fingers? You can connect your cloud accounting software with Nimbla. You'll be able to see the risk across your whole ledger in seconds, supporting robust credit control.