How to create an invoice - Manual
There are 2 ways to create an invoice depending on your processes - by manually creating an invoice or by converting an existing Estimate. Here we explain how to take the first approach.
Select "issued documents" in the left vertical menu. This will open a new side menu. Select the option "invoices".
Click create invoices will open and you can choose "new invoice".
Click on either "create new client" or search for an existing client.
Now enter the line item detail of your invoice - including the description of your services / products, their pricing and applicable VAT rate. Where you have already created a saved service/product item as per Section 3 above, you can auto-populate this information quickly by typing the service/product name and selecting the results that pops up.
You can mark the invoice as paid at the base of the invoice if you have received payment or save it without payment.
Once saved you can email a copy of the invoice to your customer by click on the ‘Send’ link on the menu along the top of your screen once the include has been saved.
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