1
Click + New Invoice
On the Invoices page, top right. From approved quote at the top of the form fills everything in from a quote. Leave it on — Manual entry — to type it yourself.
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Create an invoice
When you bill a customer by hand.
2
Choose the Account
Required. Contact, Issuing entity and Due date sit beside and below it.
3
Type the line Description
Under Line items. It is required. Use + Add line for more lines.
4
Set the Qty
Next to UOM.
5
Set the Rate (₹)
The line subtotal shows under the lines.
6
Set the Discount type
Percent or Fixed amount, then the amount in the box beside it.
7
Click Save
Save creates the invoice. Notes and Terms are optional and sit above the buttons.
Check an invoice and send it
When a draft is ready to go to the customer.
1
Read the status tiles
Draft, Sent, Partial, Paid and Overdue each show a total and a count of invoices.
2
Click Open → on the invoice
Each row shows the reference, account, status, total, balance due and issue date.
3
Click the Lines tab
The number on the tab is the number of lines. Total, Paid to date and Balance due are above the tabs.
4
Check the line items
Each line has a description, unit, quantity, rate and amount. The total is under the table.
5
Click the Payments tab
Payments are recorded here once the invoice has been sent.
6
Read the Payment history
On a draft it says Mark the invoice as sent before recording a payment.
7
Click Email invoice
The Email tab opens with the recipient, a subject and a message to check before sending.
8
Open the … menu
The menu offers Edit, Print / PDF, Mark as sent (without emailing), Adapt fields and Delete.
