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How to create a sales invoice

To raise a new invoice firstly navigate to the "Sales" tab. From the dashboard, you can add a new invoice by selecting "New Invoice" from the blue menu to the right.

Another way to add an invoice is to navigate to your list of clients and select "Raise new invoice" from the relevant "Options" menu. No matter which way you navigate to add a new invoice you will be presented with the "New Invoice" form.

The initial part of the form allows you to choose who you are invoicing, along with the details of the invoice, such as date, currency and payment terms:

Then you can add line items to the invoice by clicking the "Add line item" button, followed by "Save", once you've filled in the details of the line item:

You can then choose whether or not to include an invoice note, bank account details or a late payment reminder on your invoice, as well as being able to upload any relevant documents before clicking "Save as draft" or “Preview and Issue”.

Last Updated: 12 Apr 2019 02:09PM BST
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