Documents
Create and issue invoices
Open Documents, choose Invoice and use the visible create action. Merely opening the list does not create a draft.
Start a draft
Open Documents, choose Invoice and use the visible create action. Merely opening the list does not create a draft.
Fill in the invoice
- Select the customer and check the invoice and service dates.
- Add each service or product with its description, quantity, unit price and VAT rate.
- Review discounts, currency, due date and any optional note; then save the draft.
Review the PDF
Check issuer and recipient details, line items, tax amounts and total. The preview is a draft and has no final invoice number yet.
Issue and deliver
Issuing assigns a sequential number and stores an immutable PDF. After that, an issued invoice can no longer be changed. With automatic sending switched on in the email settings, the invoice is emailed to the stored customer address on issue; the issue dialog names the address first. Otherwise choose Send on the issued invoice to review recipient, subject, message and PDF attachment in a preview before the email goes out. The invoice head then shows when and to whom it was sent.
Important
Expected result and recovery
The draft remains editable until issue. Afterwards, the invoice has a final number and stored PDF. If an action has an unclear result, check the document list and number before trying to issue again.