How do I add line items and send the invoice?

You will have emailed a finished invoice to your customer.

Before you start

You need permission to edit and to send invoices, a draft invoice, and an email address on it.

Steps

1. Open the draft invoice.
2. Under Line Items, fill New Item with a description, a whole-number quantity and the unit price, then press Add Item. Repeat for each item. The tax line and total update by themselves.
3. Check the Summary card. To change the tax rate or due date, use More actions → Edit.
4. Open More actions → Send, and confirm "Email this invoice to…".

What you will see

The invoice becomes sent and the customer gets an email with the PDF attached, in the site's language. A success message names the address.

If something goes wrong

• Items can only be changed while the invoice is a draft. Prices cannot be negative. To give a discount, use + Add discount on the item (an amount or a percentage, with an optional reason), or Invoice discount under Edit for the whole invoice; it comes off the subtotal before tax. A discount larger than its item or the subtotal is refused.
• Send is disabled with no client email.
• If the email cannot be delivered you get a warning, but the invoice is already marked sent. Fix the mail settings and press Send again; sending an already sent invoice does not change its status.
• Paid or cancelled invoices cannot be sent.