Send your first invoice

How to send your first invoice in Accounting Start.

Description

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

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

From Sales select New Invoice. Enter customer details and the date of the invoice.
On the first line, enter a description of the sale and select the category to which you want to post the sale.
Enter the total amount of the item.
If necessary, complete additional lines for other items sold. Then save the invoice.

Once you've created your invoice, you need to make sure it's saved in Accounting Start.

At the bottom of the invoice you have some options:

Save: Saves and closes the invoice
Save as Draft: Select the checkbox to save as a Draft invoice. NOTE: Draft invoices don't update your accounts until you convert them
Save & Add New: Saves and closes the invoice, then opens a new invoice

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

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.