Create and send an invoice

Make the invoice

An invoice is addressed to a customer, and is emailed to the address on their record.

1. Open Invoices and press New invoice.
2. Choose the Customer. If they are new, press Add a new customer, or fill in the form if you have none yet. You come straight back with them chosen.
3. Choose the Currency.
4. Set Due in (days). It counts from when you finalise, so a draft left for a fortnight is not already overdue.
5. Add a Note to the customer or Small print if you want.
6. Tick Let the customer pay part of it if they may pay in instalments.
7. Press Create draft.

Add the lines

Under Add a line, choose an item From your catalogue, or Write the line myself. Choose a Tax rate for each line that needs one: Add GST to an invoice explains how. Nothing is owed and your customer sees nothing while it is a draft.

Finalize and send

1. Check every line. Finalising cannot be undone.
2. Tick I’m sure and press Finalize. The invoice gets its number, and its amounts are fixed.
3. Press Send. We email your customer a link to pay.

The page also shows The link the customer pays on, to copy and send yourself, and Open the PDF.

If you made a mistake

• A draft: press Discard.
• A finalised invoice: press Void and raise a new one. It keeps its number and stays on record.
• A debt you will not collect: press Write off.

Reminders

We email reminders three days before it is due, on the day, and then 3, 7 and 14 days after, until it is paid, voided or written off.