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Add an invoice

1. From the invoices tab select Add invoice.
2. Select or create a customer from the dropdown field. 
3. Enter the Invoice date and Due date.
4. You can then enter optional information such as a Customer reference, Invoice sumary and a Footer note. These allow you to provide an additional level of detail and personalisation to your invoices.
5. Click into the Item field and enter an item description. Enter the Quantity/hours and Price.
    TIP: Edit, duplicate or delete items by using the Actions button. 
6. Within the Payment information section, add your bank details and payment instructions if required.
7. If you want to mark the invoice as paid straight away, check the Mark as paid box.
    NOTE: Draft invoices can't be marked as paid. 
8. Save as draft if you want to make changes later, otherwise select Save.

When you save an invoice, we assign it a number starting with SI-001. This number cannot be changed. If you use your own system to track invoices, like PO numbers, you can add that in the Customer Reference section.

Read our article to find out how to mark an invoice as paid.

How to mark an invoice as paid