Create a Sales Invoice

What this is for:
Sales Invoices are used to request payment from customers for goods sold or services provided.
They help you track how much customers owe you and when payment is due.

Open Sales Invoices

1. From the left-hand menu, click Sales Invoices.

If Sales Invoices is not visible:

1. Click Customize (at the bottom of the menu)
2. Tick Sales Invoices
3. Click Update

Create a new Sales Invoice

1. Click New Sales Invoice
2. Select a Customer
3. Enter or confirm:
   • Date – the invoice date
   • Due date – when payment is expected
   • Reference – optional (e.g. INV-001)

Add invoice details

1. In the description field, enter what you are charging for
   • Example: “Consulting services – January”
2. Enter the Quantity (if applicable)
3. Enter the Unit price or Amount

Add additional lines if needed.

Create the invoice

1. Review the total amount
2. Click Create

The invoice will open automatically after it is created.

Send the invoice

1. Click Email
2. Confirm the customer’s email address
3. Click Send

You can also download the invoice as a PDF if you prefer to share it manually.

Notes

• Sales Invoices remain unpaid until a payment is recorded.
• You can view all unpaid invoices under Sales Invoices.