How do I create an invoice?

You will have a draft invoice with its own number, ready for line items.

Before you start

You need permission to create and edit invoices, and your plan must allow it.

Steps

1. Open Invoices and press New Invoice.
2. To bill an existing customer, tick Select from customers and pick them. Their details fill in and lock, and they will see the invoice in their portal. Otherwise type the Client Name (required) and, if you will email it, the Email.
3. Add company and billing address if needed.
4. Pick a Number series if you have defined any. It cannot be changed later.
5. Leave Due Date and Tax Rate % empty to use the defaults from Invoice settings, or fill them in.
6. Add Notes only if the customer should read them: they print on the PDF.
7. Press Create Invoice.

What you will see

The new invoice opens as a draft with total zero. Add its line items next.

If something goes wrong

• Pressing twice does not create two invoices.
• Currency is the site currency; there is no currency field.
• A series that was archived or removed is refused; pick another.