Video tutorials

Revoke a member invitation

As long as an invitation has not been accepted yet, you can revoke it anytime with one click.

Resend a member invitation

Invitation email did not arrive or got lost? Resend it with one click.

Delete a team

How to delete your team in Nori – a final step we walk you through here.

Send an invoice

Once your invoice is ready, you send it with a single click – as a PDF email with an embedded e-invoice, a SEPA-QR code and, where needed, straight to public authorities.

Create an invoice

An invoice is set up in Nori in just a few clicks – as a blank document or from a template, with the right tax rules from the start.

Bill a quote

Set a payment term

Set per invoice when it should be paid – as a fixed date or as a deadline in days from the invoice date.

Payment QR code

Show a SEPA-QR code on the invoice – your customer scans it and the transfer is pre-filled with all the details.

Invoice preview

Review every invoice before you send it – as a shareable preview link or as a PDF preview, so all the details are correct.

Invoice preview

Review every invoice before you send it – as a shareable preview link or as a PDF preview, so all the details are correct.

Save as template

Save recurring invoices as templates – so you can start a new invoice with a single click and only pick the recipient.

Create an invoice from a template

Start a new invoice straight from a saved template – all line items and defaults are already set.

Recurring invoices

Set up invoices that come up regularly once – Nori then generates them automatically on the cadence you choose.

Create a proposal

You set up a new proposal in a few steps – pick the customer, build the scope, done. The two videos walk you through the start.

Create a proposal

You set up a new proposal in a few steps – pick the customer, build the scope, done. The two videos walk you through the start.

Send a proposal

Once your proposal is ready, send it straight through Nori – including online acceptance – or download it as a PDF and send it yourself.

Send a proposal

Once your proposal is ready, send it straight through Nori – including online acceptance – or download it as a PDF and send it yourself.

Share a proposal / preview

Share a proposal up front via a share link for review – with an expiry date, and revocable anytime.

Share a proposal / preview

Share a proposal up front via a share link for review – with an expiry date, and revocable anytime.

Proposal history

Nori records every change to your proposal – from the proposal history you can restore an earlier state anytime.

Change a proposal status

A proposal's status changes automatically the moment your customer accepts online – or you set it yourself in the proposal details.

Change the proposal currency

Nori works in Euro by default – per proposal you set a different currency in the additional settings.

Discounts

Grant discounts per line item or on the whole proposal – either as a percentage or a fixed Euro amount.

Discounts

Grant discounts per line item or on the whole proposal – either as a percentage or a fixed Euro amount.

Discount label

Rename a discount’s label freely – one click on the text, so your customer instantly sees what it is.

Surcharge

Charge a surcharge instead of a discount – with the same toggle, in seconds.

Document preview

Use the built-in preview to see how your finished document looks with your design – before you export or send it.

Define line items

Build a proposal’s scope from individual line items – created freely or pulled straight from your products.

Reorder line items

Reorder the line items of your proposal anytime via drag and drop.

Optional line items

Let your customer decide what to add – without writing several separate proposals.

Use products in a line item

Pull a saved product into a line item in one click – label, price and tax rate come along automatically.

Match receipts to a transaction

Link your receipts to the right transactions – so your bookkeeping is ready and posting them later goes faster.

Create a product

Set up your recurring services once as a product – with price and tax rate – and pull them into proposals and invoices in one click later.

Edit a product

Adjust a product’s name, description, price or tax rate anytime in the edit dialog.

Delete a product

Remove a product you no longer need from your product catalogue in a few clicks.

Create customers

Set up a customer once – their data is then ready automatically for every quote and invoice.

Create customers

Set up a customer once – their data is then ready automatically for every quote and invoice.

Edit customers

Keep your customer data up to date – changes flow straight into new quotes and invoices.

Delete customers

Remove customers you no longer need – quotes and invoices you have already created stay untouched.

Connections

With Connections you link Nori to the tools your content already lives in – and pull it in with one click.

Connect your bank account

Connect your bank account to Nori once – from then on you match transactions to your invoices without ever retyping a bank statement.

Connect Rize

Connect Rize to Nori once – from then on the time you track in Rize flows into your timesheets automatically.

Connect Pipedrive

Connect your Pipedrive CRM to Nori – your contacts and products are imported and then kept in sync automatically.

Connect Google

Connect Google to Nori to use Google Docs and Sheets directly as sources for your documents.

Add a group line

Group lines split your proposal into clean sections – with a heading and their own subtotal.

Create proposal variants

Offer your customer several variants in a single proposal – they pick one and accept it online.

Create your own document in Nori

Build your own document in Nori and pull it together from different sources – from rich text to your connected tools.

Create your own document in Nori

Build your own document in Nori and pull it together from different sources – from rich text to your connected tools.

Simple PDF customizations

Adjust the look of your PDFs without code – colors, images and other settings right in Simple mode, with a live preview.