Skip to content
logo Knowledgebase

Send your first invoice

Created on  | Last modified on 


How to send your first invoice in Accounting Start.


Sales invoices track customer purchases, their owed amounts, and payment due dates.

In Sage Accounting, you can email or print created invoices for customer distribution.


Create your sales invoice

  1. From Sales and click New Invoice. Enter customer details, the date the invoice was created and is due for payment.
  2. On the first line, enter a description of the sale and select the category to which you want to post the sale.
  3. Enter the total amount of the item.
  4. If necessary, complete additional lines for other items sold and then save the invoice.

Save, email and print your invoice

Once you've created your invoice, you need to make sure it's saved in Accounting Start, and that your customer gets a copy.

At the bottom of the invoice you have some options:

Save Saves and closes the invoice.
Save as Draft Click the checkbox to save as a Draft invoice.


 TIP: Draft invoices don’t update your accounts until you convert them. 

Save & add New Saves and closes this invoice, then opens a new invoice.

Once you've saved your invoice, it appears on the customer’s activity view.

Customising sales invoices

You can use the Customise menu to jump to customisation settings. This saves you time when trying to customise invoices for your business.

You can also preview it by selecting Preview document from the New Sales Invoice page.


Related Solutions

Tracking invoices